Elizabeth Goins

CRD 5089468 · Fidelity Brokerage Services LLC · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Elizabeth L Bartels; Elizabeth Lynn Bartels; Elizabeth Bartels; Elizabeth L Goins; Elizabeth Lynn Goins; Elizabeth Goins

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 7Series 6
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Belmont, NC · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Belmont, NC · BD capacity

Jan 4, 2022 → present
Fidelity Brokerage Services LLCCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jan 13, 2022 → Mar 31, 2025
Advice And Planning Services
IA capacity

Oct 8, 2020 → May 7, 2021
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Sep 24, 2020 → May 7, 2021
Advice And Planning Services
IA capacity

Apr 28, 2008 → Dec 24, 2019
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Mar 11, 2008 → Dec 24, 2019
Northwestern Mutual Investment Services, LLC
BD capacity

Jun 11, 2007 → Feb 25, 2008
Janus Distributors LLC
BD capacity

Sep 28, 2006 → Apr 18, 2007
Chase Investment Services Corp.
BD capacity

Feb 13, 2006 → Jul 24, 2006

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5089468 ↗ FINRA BrokerCheck record for CRD 5089468 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.