Unclaimed
John Goott is a financial advisor with over 39 years of experience in the industry. John is currently registered with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors in Texas. John has a strong background in financial planning, portfolio management, and retirement planning. John has earned the Certified Financial Planner designation and has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/22/2022 - Present
Cerity Partners LLC (HOUSTON TX)
TX
06/02/2003 - 01/06/2016
FINANCIAL PARADIGMS, INC. (HOUSTON TX)
TX
06/23/2000 - 06/04/2003
POST OAK CAPITAL ADVISORS, INC. (HOUSTON TX)
MA
11/21/1991 - 12/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/06/1989 - 12/11/1991
INVESTMENT BROKERAGE SERVICES, INC.
NA
06/28/1982 - 03/28/1989
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 07/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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