Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quincy? Claim Your ProfileQuincy Jovon Goudeau is an investment advisor representative with SPC in Ann Arbor, MI. Quincy has been in the financial services industry for over 20 years, and has experience at a number of firms including Wells Fargo Clearing Services, LLC, LPL Financial LLC, J.P. Morgan Securities LLC, and Edward Jones. Quincy holds multiple industry licenses and certifications, including the Series 4, 7, 24, 31, 51, 52, 53, and 63 exams, and has passed both the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Quincy also holds the Series 65 license. Quincy is registered with the state of Georgia, Nevada, and Texas. Quincy Jovon Goudeau offers financial planning, portfolio management, and investment advisory services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Quincy Jovon Goudeau is also a founding member and basketball coach for Royal Players Basketball Academy Inc., in Spring, TX.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
02/14/2022 - Present
SPC (ANN ARBOR MI)
TX
12/07/2018 - 02/22/2022
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
10/17/2016 - 12/27/2018
LPL FINANCIAL LLC (THE WOODLANDS TX)
TX
10/01/2012 - 10/28/2016
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
09/15/2005 - 05/30/2007
EDWARD JONES (THE WOODLANDS TX)
NY
11/15/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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