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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Goode is a financial advisor with Fidelity Personal And Workplace Advisors in Jacksonville, Florida. Sophia has been in the financial industry since November 2004. Sophia holds the Series 6, 7, and 66 licenses, as well as the SIE. Sophia is also a FINRA Arbitrator. Sophia offers financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
FL
12/01/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
08/13/2018 - 06/04/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Oldsmar FL)
FL
06/22/2017 - 07/26/2018
CHARLES SCHWAB & CO., INC. (CLEARWATER FL)
FL
10/10/2006 - 05/31/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
PA
07/01/2004 - 07/27/2006
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
PA
05/21/2004 - 06/25/2004
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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