Unclaimed
George Allen Goodall is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since May 10, 1977. Goodall holds a Series 63 license, as well as a Series 4, Series 53, and Series 24 license. Goodall is registered in 27 states, including Kentucky, Ohio, and Texas. Ameriprise Financial Services, LLC is a financial services company that provides a variety of financial products and services, including investment management, financial planning, and insurance. The firm has approximately 140,938 clients and manages approximately $479,793,782,427 in assets.
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 services
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
OH
08/07/2015 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
MN
05/11/1977 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/11/1977 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
05/11/1977 - 09/13/1982
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 02/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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