Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Goodell is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC in Charlottesville, Virginia. Beth has over 20 years of experience in the financial services industry. Prior to joining Wells Fargo Clearing Services, LLC, Beth was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, Virginia and Paine Webber Incorporated in Weehawken, New Jersey. Beth holds both Series 63 and Series 66 licenses and has been actively registered in Virginia and Texas since 2020. Beth provides financial planning and investment consulting services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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VA
07/22/2020 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTESVILLE VA)
VA
08/18/2000 - 08/05/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
NJ
04/19/2000 - 08/16/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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