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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Goodwin is a financial advisor with Raymond James & Associates, Inc., located in Grand Rapids, MI. Alex has been in the industry since 2019, and has experience in portfolio management, financial planning, and other advisory services. Alex holds the Series 7, 63 and 65 licenses. Alex has previously been employed by Raymond James Financial Services, Inc. and Columbia Management Investment Distributors, Inc., and has experience working with individuals, high net worth individuals, corporations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
05/08/2023 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
MI
04/11/2022 - 04/04/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND MI)
MA
02/24/2021 - 04/05/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MI
02/20/2019 - 02/11/2021
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
09/24/2018 - 11/15/2018
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
IA
Issued 01/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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