SG
CFP
SG
CFP

Stanislav Godsky

10 Years of Experience
Oakland, CA
BrokerSells Insurance

Stanislav Godsky is a CFP-designated registered investment advisor, based in Oakland, CA, with 10 years of industry experience.

Location

411 30th Street, 2nd Floor, Oakland, CA, 94609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Stanislav is a licensed insurance agent with Lifetime Marketing & Planning, Inc., selling life insurance and variable products. He is also a registered representative with AE Financial Services, LLC, providing brokerage and securities sales services, dedicating minimal time to this.

Employment History
Current Registrations
Ae Financial Services, LLCBroker
August 2020 - Present · 5 yrs 9 mos
Liberty Wealth Management, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Liberty Wealth Management, LLC
August 2016 - October 2018 · 2 yrs 2 mos
Liberty Group, LLCBroker
December 2015 - September 2020 · 4 yrs 9 mos
State Registrations16 states
AZCACODCILMAMDMINCNJNVORSCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stanislav Godsky - Financial Advisor | TrueAdvisor