Unclaimed
Melvin Goss is a financial advisor with over 25 years of experience in the financial services industry. Melvin is currently registered with LPL Enterprise, LLC, and is based in Columbus, OH. Melvin has a strong track record of providing personalized financial advice to individuals, families, and businesses. Melvin is committed to helping clients achieve their financial goals through a variety of investment strategies. He is also a strong advocate for financial literacy and education.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/14/2024 - Present
LPL Enterprise, LLC (COLUMBUS OH)
KY
12/02/2010 - 08/01/2016
SILVER OAK SECURITIES, INCORPORATED (FLORENCE KY)
KY
07/01/2002 - 11/22/2010
CFD INVESTMENTS, INC. (FLORENCE KY)
NE
02/02/2001 - 06/28/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
OH
05/10/1999 - 02/16/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
03/20/1999 - 05/19/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/1999 - 05/19/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
12/05/1997 - 03/12/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NJ
01/22/1990 - 03/27/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/22/1990 - 03/27/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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