Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Jean Goddard is a financial professional with over 35 years of experience in the financial services industry. Laurie is currently registered with Cetera Investment Advisers LLC and has held previous positions with firms such as Vestax Securities Corporation, SII Investments, Inc., Mariner Financial Services, Inc., Fidelity Equity Services Corporation, and Investment Management & Research, Inc. Laurie specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Laurie holds a Series 63, Series 65, and Series 66 license and has been a member of the financial industry since 1988. Laurie is committed to helping her 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.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (Plymouth MA)
OH
12/21/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
WI
04/28/1997 - 12/17/1999
SII INVESTMENTS, INC. (APPLETON WI)
FL
01/06/1993 - 04/25/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
04/17/1989 - 01/11/1993
FIDELITY EQUITY SERVICES CORPORATION
FL
02/23/1988 - 04/04/1989
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BOTH
Issued 8/27/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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