Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Clark Goldsberry is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Athens, Ohio. Stuart has over 27 years of experience in the financial services industry. Stuart holds Series 7, 9, 10, 24, 31, 63 and 65 licenses, and is registered in 27 states. Prior to joining Raymond James, Stuart worked at Morgan Stanley, BANC One Securities Corporation, Marketing One Securities, Inc., and Edward D. Jones. Stuart provides a wide range of financial services to individuals, families, and businesses, including investment management, financial planning, retirement planning, and estate planning. Stuart is committed to providing his clients with personalized, comprehensive financial advice to help them achieve their financial goals.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
02/03/2010 - Present
Raymond James Financial Services Advisors, Inc. (ATHENS OH)
NY
11/05/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
04/30/1998 - 09/08/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OR
11/27/1996 - 04/06/1998
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
VA
05/22/1995 - 12/02/1996
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MO
06/07/1994 - 03/27/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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