Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Golden is a financial professional with over a decade of experience in the industry. Candice has a wide range of experience in financial services and has been registered with Charles Schwab & CO., Inc. since 2021. Candice is licensed to provide financial advice and investment services in the state of Texas and is also registered as an Investment Advisor Representative. Prior to joining Charles Schwab & CO., Inc., Candice worked at TD Ameritrade, INC. and TD Ameritrade Clearing, INC.. Candice is committed to providing personalized financial advice and investment solutions that help her clients reach their financial goals. Candice specializes in providing financial planning services, investment advice and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
10/04/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/02/2012 - 07/26/2022
TD AMERITRADE, INC. (Southlake TX)
TX
08/02/2012 - 12/10/2013
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
BOTH
Issued 02/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Candice Golden is the right advisor for you? Invested Better is here to help.
