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Sterett Ross McGoodwin

THE Leaders Group, Inc.

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About Sterett Ross McGoodwin

Sterett Ross McGoodwin is a financial professional with over 7 years of experience in the securities industry. Sterett is registered with The Leaders Group, Inc. and holds Series 6, Series 63, and SIE licenses. Sterett is registered in 21 states, including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Iowa, Kentucky, Minnesota, Mississippi, Missouri, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Utah and Virginia. Before joining The Leaders Group, Inc., Sterett was employed by Jefferson National Securities Corporation in Columbus, OH.

Firm Information

Sterett McGoodwin is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sterett McGoodwin’s Registration & Firm History

KY

02/01/2018 - Present

THE Leaders Group, Inc. (Louisville KY)

OH

08/04/2015 - 02/21/2018

JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 09/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sterett Ross McGoodwin.
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