Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Goldstein is a financial advisor with over 30 years of experience in the industry. Lois has a broad range of experience in the financial services industry and holds licenses in multiple states. Lois currently works at LPL Financial LLC, a firm with over 1900,000 client accounts and more than $50 billion in assets under management. Lois specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Lois's experience and dedication to client service makes her a valuable asset to any client looking for financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (MELVILLE NY)
NY
07/20/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (MELVILLE NY)
NY
06/09/1997 - 07/20/2005
21ST CENTURY FINANCIAL SERVICES, INC. (EAST MEADOW NY)
TX
04/14/1997 - 06/17/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
09/30/1994 - 04/10/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NA
06/09/1989 - 10/03/1994
CROSSLAND INVESTOR SERVICES CORP.
BC
Issued 05/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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