Unclaimed
Scott Howard Goldstein has been a registered representative since 1987 and has over 36 years of experience in the financial services industry. Scott is a registered representative with Newbridge Financial Services Group, Inc. and is licensed in 48 states and is registered with FINRA as a general securities principal. Scott has a wide range of experience in the financial services industry, including investment banking, municipal securities, and private securities offerings.
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.
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.
Promoter fees
1
2
FL
08/23/2019 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
NY
03/16/1999 - 08/29/2000
GKN SECURITIES CORP. (NEW YORK NY)
FL
10/13/1998 - 02/02/1999
FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)
FL
01/15/1993 - 09/14/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NJ
07/16/1991 - 02/09/1993
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NA
03/14/1987 - 07/16/1991
J. W. GANT & ASSOCIATES, INC.
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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