Unclaimed
Michael Gochenour is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the securities industry since 2001. Michael is licensed to provide financial advice in multiple states, including Texas and Virginia. Michael holds a Series 63, Series 65, Series 7, and SIE licenses. Before joining Janney Montgomery Scott LLC, Michael was employed by WELLS FARGO ADVISORS, LLC. Michael provides financial planning, pension consulting, and portfolio management services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
VA
04/21/2016 - Present
Janney Montgomery Scott LLC (Harrisonburg VA)
VA
05/18/2001 - 04/22/2016
WELLS FARGO ADVISORS, LLC (HARRISONBURG VA)
IA
Issued 06/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Gochenour is the right advisor for you? Invested Better is here to help.