Unclaimed
Debra Goodwin is an investment advisor representative associated with Benjamin F. Edwards & Company, Inc. Debra has been in the industry since 2000 and has experience working with individual clients, corporations, investment clubs, charitable organizations, pension and profit sharing plans and more. Debra also holds a Series 7, Series 9, Series 10, Series 66 and SIE securities licenses. Debra currently provides financial planning and portfolio management services to clients. Debra Goodwin's office is located in St. Louis, Missouri.
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.
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.
1
2
MO
02/08/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
08/03/2010 - 01/02/2015
WELLS FARGO ADVISORS, LLC (GALESBURG IL)
IL
12/13/2000 - 12/16/2009
WELLS FARGO INVESTMENTS, LLC (GALESBURG IL)
MN
12/13/2000 - 08/13/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
01/27/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 05/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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