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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 Goulos is an investment advisor representative with Ameriprise Financial Services, LLC. John has been in the financial services industry since February 10, 2006, and holds Series 7 and Series 66 licenses. John is a registered representative in thirteen states and offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. John was previously associated with Park Avenue Securities LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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 services
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.
1
2
MA
01/29/2021 - Present
Ameriprise Financial Services, LLC (Middleton MA)
MA
01/06/2010 - 02/05/2021
PARK AVENUE SECURITIES LLC (MIDDLETON MA)
MA
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (DANVERS MA)
MA
01/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
MA
01/12/2006 - 01/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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