Unclaimed
John William Goff is a financial advisor with over 25 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and has been with the firm since June 14, 2024. Prior to joining Osaic Wealth, Inc., John was a registered representative with Securities America, Inc., and before that, with Investcorp, Inc. and Piper Jaffray Inc. John's expertise spans various financial areas, including investment banking, financial planning, and portfolio management. John holds the Series 7, Series 63, SIE, and Series 79TO licenses, demonstrating his commitment to staying up-to-date with industry standards.
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.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
11/17/1999 - 07/17/2020
INVESTACORP, INC. (LINCOLN NE)
NA
09/25/1989 - 10/22/1991
PIPER JAFFRAY INC.
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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