Unclaimed
Brandy Goodnow is a financial advisor with over 15 years of experience in the financial services industry. Brandy is currently registered with LPL Financial LLC in Colorado and Missouri. Brandy has a wide range of experience, having previously worked at VOYA FINANCIAL PARTNERS, LLC, VOYA FINANCIAL ADVISORS, INC., and ING FINANCIAL ADVISERS, LLC. Brandy specializes in financial planning, retirement planning, and investment management for individuals and businesses. Brandy holds Series 6, Series 63, and Series 65 licenses. Brandy is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CO
01/28/2022 - Present
LPL Financial LLC (ELBERT CO)
CT
02/19/2015 - 06/16/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CO
02/15/2012 - 02/19/2015
VOYA FINANCIAL ADVISORS, INC. (CASTLE ROCK CO)
CO
05/09/2006 - 02/24/2012
ING FINANCIAL ADVISERS, LLC (DENVER CO)
CO
11/05/2003 - 04/03/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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