Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Goldstein is a financial advisor with over 24 years of experience in the industry. Jon has a strong background in financial planning and investment management, and is a Certified Financial Planner and Chartered Financial Consultant. Jon currently works at Goldstein Advisors, LLC, a firm located in Madison, Wisconsin. Jon also has experience working at Securities America, Inc. and Ameriprise Financial Services, Inc. Jon is licensed to provide investment advisory services in Texas and Wisconsin.
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.
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.
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2
WI
10/06/2022 - Present
Goldstein Advisors, LLC (MADISON WI)
WI
10/10/2019 - 12/01/2022
SECURITIES AMERICA, INC. (MIDDLETON WI)
WI
02/03/1998 - 10/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Middleton WI)
MN
02/03/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/25/2008
Series 4 - Registered Options Principal Examination
BC
Issued 05/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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