Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Goldstein is a financial advisor with Osaic FA, Inc. Scott is a registered representative with FINRA and the state of California, as well as an investment advisor representative. Scott has been in the securities industry since 2011. Scott's office is located in Westlake Village, California.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
CA
10/28/2016 - Present
Osaic FA, Inc. (WESTLAKE VILLAGE CA)
CA
04/04/2011 - 10/14/2011
WORLD EQUITY GROUP, INC. (WOODLAND HILLS CA)
BOTH
Issued 06/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Goldstein is the right advisor for you? Invested Better is here to help.
