Goldie A. Hester
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Goldie Annette Hester, who also goes by Goldie A Gay, Goldie A Siniard, was a registered financial professional .
Goldie is a previously registered financial professional and started their career in finance in 2015. Goldie had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 15, 2019 - May 25, 2023
ZINNIA WEALTH ADVISORY, LLC
August 8, 2018 - February 14, 2019
AE WEALTH MANAGEMENT, LLC
January 4, 2016 - July 2, 2018
QUESTAR ASSET MANAGEMENT, INC.
May 15, 2015 - July 2, 2018
QUESTAR CAPITAL CORPORATION
Primary Firm SEC Registration
ZINNIA WEALTH ADVISORY, LLC
CRD#: 295122 / SEC#: 801-132847
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ZINNIA WEALTH ADVISORY, LLC
CRD#: 295122 / SEC#: 801-132847
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,099 |
| AUM (Assets Under Management) | $ 146,615,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
