Unclaimed
Reginald Gooden is an investment advisor representative with Newedge Advisors and 360 Business Management. Reginald holds the Series 65 (Uniform Investment Adviser Law Examination) and is registered with the state of California. Reginald has over 10 years of experience in the financial services industry. Reginald specializes in financial planning, portfolio management, and pension consulting services for individuals, businesses, and investment companies. Reginald works at Newedge Advisors, LLC, doing business as (DBA) Wealth Conscious Management.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/29/2024 - Present
Newedge Advisors (Los Angeles, CA)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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