Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Goodwin is a financial advisor who has been in the industry since March 2023. Donald holds multiple securities licenses, including Series 63, Series 65, and Series 7. Donald currently works for Park Avenue Securities LLC and previously worked for Northwestern Mutual Investment Services, LLC. Donald is registered to provide financial advice in Arizona, California, Minnesota, and Texas. Donald specializes in providing financial planning, educational seminars, and investment management services to individuals and families. Donald is a member of BNI Business Networking International and is a candidate for City Council McLendon Chisholm.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
TX
06/03/2024 - Present
Park Avenue Securities LLC (ADDISON TX)
TX
03/10/2023 - 01/05/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ADDISON TX)
IA
Issued 05/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Donald Goodwin is the right advisor for you? Invested Better is here to help.
