Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Allan Goohs is a financial professional with over 20 years of experience in the financial services industry. Jonathan is currently registered with Ameritas Advisory Services, LLC and holds Series 6, 7, 24, 55, 63, and 65 licenses. Jonathan has a broad range of experience and provides financial services solutions for individuals and small business owners, specific to providing insurance, retirement and business planning utilizing the appropriate products.
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.
Solicitor fees
1
2
NY
11/29/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NJ
05/04/2007 - 07/11/2011
CHARLES SCHWAB & CO., INC. (JERSEY CITY NJ)
NJ
01/21/2005 - 06/22/2006
PERSHING LLC (JERSEY CITY NJ)
TX
02/17/1998 - 01/18/2005
ADP CLEARING & OUTSOURCING SERVICES, INC. (DALLAS TX)
NY
11/09/1995 - 12/05/1997
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Goohs is the right advisor for you? Invested Better is here to help.
