Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Godinez is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the financial services industry since January 17, 2018. David has a Series 7, Series 66, and SIE license. Previously, David Godinez worked at Edward Jones from January 18, 2018, to May 20, 2020. David has a diverse background in the financial services industry, having worked at Bank of America in Tulsa, Oklahoma from January 2011 until May 2020. David Godinez is a registered representative in 22 states and is an Investment Advisor Representative in Colorado and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
05/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOULDER CO)
CO
01/18/2018 - 05/20/2020
EDWARD JONES (LOUISVILLE CO)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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