Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heaven? Claim Your ProfileHeaven Lee Goodwin is an investment advisor representative at Monument Wealth Management. Heaven is registered with the state of Virginia, Texas and California, and has been in the industry since 2018. Heaven holds a Series 65 license and is a Certified Financial Planner. Heaven has experience in providing financial planning, selection of other advisors, and portfolio management services for individuals.
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.
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.
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VA
08/05/2020 - Present
Monument Wealth Management (ALEXANDRIA VA)
IA
Issued 07/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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