Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goodfellow is a financial advisor with Valmark Advisers, Inc. in Pittsford, New York. David has been in the financial services industry since 2008 and has a strong track record of providing sound financial advice to individuals, families, and businesses. David is committed to helping clients achieve their financial goals, and he works closely with them to develop personalized financial plans. David is a registered representative of Valmark Advisers, Inc. and is licensed to sell securities in Alabama, Alaska, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Washington. David holds a Series 7, Series 66, and SIE licenses.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
NY
02/16/2021 - Present
Valmark Advisers, Inc. (Pittsford NY)
NY
11/17/2008 - 08/04/2020
HORNOR, TOWNSEND & KENT, LLC (PITTSFORD NY)
BOTH
Issued 08/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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