Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Gold is a financial advisor with Cetera Investment Advisers LLC. Lloyd has been working in the financial industry since June 1997 and has a broad range of experience serving both individual and business clients. Lloyd is licensed to provide investment advice in multiple states, including New York and Texas. Lloyd is committed to providing personalized financial advice and working with clients to help them 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.
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2
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
01/14/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (UNIONDALE NY)
NY
06/08/2004 - 01/22/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
CT
06/18/1997 - 06/09/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 7/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 6/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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