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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Goldman, David is a financial advisor with over 25 years of experience in the industry. John Goldman has a Series 7, Series 6 and Series 63 licenses and is currently registered with MML Investors Services, LLC. John Goldman, David is also a Certified Public Accountant (inactive). John Goldman has a strong background in providing financial planning, asset allocation programs, and portfolio management services. John Goldman, David has experience working with a variety of clients including individuals, businesses, corporations, and institutions. John Goldman is dedicated to helping clients reach their financial goals. John Goldman has held previous positions with MSI Financial Services, INC. and Metropolitan Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (ELMIRA NY)
NY
10/01/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ITHACA NY)
NY
10/01/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ELMIRA NY)
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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