Unclaimed
Stuart Ira Goldberg is an investment advisor representative with Cetera Investment Advisers LLC. Stuart is based in Uniondale, NY and has been in the industry since 1991. Stuart has a broad background in the financial services industry, having worked with companies such as Securian Financial Services, Inc. and New England Securities before joining Cetera. Stuart specializes in providing financial planning, portfolio management and educational seminars to individuals, businesses, charitable organizations and pension plans.
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.
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
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
01/13/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (UNIONDALE NY)
NY
06/08/2004 - 01/27/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
CT
08/15/1991 - 06/09/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
08/15/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 9/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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