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A broker/dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business in and to limit access to financial products and services offered by them to only those individuals in those states. 

World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. 

Heath Goldman is licensed to conduct securities business in: CA & NC 

Heath Goldman is licensed to conduct investment advisory business in: CA & NC 

Heath Goldman is insurance licensed in: CA & NC  

 

 

Tax strategies, tax reduction, estate planning, business transistioning, legacy planning, Asset protection
Tax strategies, tax reduction, estate planning, business transistioning, legacy planning, Asset protection

 

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser

ICON Wealth & Legacy Partners is not owned or controlled by World Equity Group, Inc.