Unclaimed
Margie Jo Goldfine is a financial advisor with Cetera Advisor Networks LLC. Margie has been in the financial industry since 2006 and has held previous positions at VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL ADVISERS, LLC. Margie Jo is registered with FINRA and holds Series 6, 7 and 63 licenses. Margie is licensed in Minnesota.
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.
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.
1
2
MN
06/09/2021 - Present
Cetera Advisor Networks LLC (St Louis Park MN)
MN
01/03/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (St Louis Park MN)
MN
07/11/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
BC
Issued 09/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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