Jeffrey R. Goodstein
Professional summary
Jeffrey Richard Goodstein is a registered financial advisor currently at INSIGHT FINANCIAL, INC. located in Richmond, Virginia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Richard Goodstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2009 - Present
INSIGHT FINANCIAL, INC.
August 19, 2008 - November 17, 2008
INSIGHT FINANCIAL, INC.
June 19, 2007 - December 19, 2007
INSIGHT FINANCIAL, INC.
September 18, 1989 - December 31, 1998
WHARTON EQUITY CORPORATION
September 28, 1987 - September 16, 1989
VOSS & CO., INC.
July 25, 1985 - September 24, 1986
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2009)
Exams
Current Firm
INSIGHT FINANCIAL, INC.
CRD#: 144144 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 25,273,014 |
Red Flags
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