Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Goyer is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Fidelity Brokerage Services LLC and previously held positions with GWFS Equities, Inc., Putnam Retail Management Limited Partnership, J.P. Morgan Institutional Investments Inc., Fidelity Investments Institutional Services Company, Inc., and One Orchard Equities, Inc. Michael holds Series 6, 7, 24, and 63 licenses. Michael is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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2
KY
06/25/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
CO
01/02/2015 - 06/05/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
08/24/2009 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IN
11/16/2005 - 08/14/2009
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (IDIANAPOLIS IN)
RI
04/18/1999 - 12/08/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CO
01/03/1997 - 04/12/1999
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/10/1996 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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