Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid S. Goodman is an investment professional with over 25 years of experience in the financial services industry. David is currently registered with MML Investors Services, LLC, a leading financial services firm with a strong track record of success. David is dedicated to helping clients achieve their financial goals through a variety of investment strategies and financial planning services. David is committed to providing personalized attention and expert guidance to help clients make informed investment decisions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
07/08/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
03/16/2009 - 06/28/2010
LPL FINANCIAL CORPORATION (BROOKLYN NY)
NY
11/19/2007 - 03/09/2009
TD AMERITRADE, INC. (GARDEN CITY NY)
NY
09/08/2005 - 10/26/2007
CUNA BROKERAGE SERVICES, INC. (HAUPPAUGE NY)
NY
08/03/2004 - 09/02/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
CA
04/23/2004 - 07/28/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
04/30/2003 - 05/05/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NY
08/24/1998 - 04/15/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
FL
01/03/1998 - 05/01/1998
FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)
NY
08/26/1997 - 02/25/1998
DANALLEN INVESTMENT GROUP INC. (ASTORIA NY)
FL
06/05/1997 - 08/27/1997
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NY
12/18/1996 - 05/15/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
12/13/1996 - 12/23/1996
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
NY
03/07/1996 - 12/16/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Goodman is the right advisor for you? Invested Better is here to help.
