Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Goodwin is a financial advisor with over 15 years of experience in the industry. Daniel is a Registered Representative and Investment Advisor Representative currently working with Avantax Advisory Services. Daniel has also previously worked with Brooklight Place Securities, Inc. and MML Investors Services, LLC. Daniel has a wide range of experience in financial planning, investment management, and insurance. Daniel is a Chartered Financial Consultant and holds a Series 7, Series 24, and Series 66 license. Daniel is committed to providing clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
VA
01/06/2017 - Present
Avantax Advisory Services (Fredericksburg VA)
VA
01/02/2014 - 01/09/2017
BROOKLIGHT PLACE SECURITIES, INC. (FREDERICKSBURG VA)
VA
03/04/2008 - 12/13/2013
MML INVESTORS SERVICES, LLC (FAIRFAX VA)
BOTH
Issued 11/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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