Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Bartlett Goodin is a financial advisor who has been working in the industry since 1999. Leo currently works for J.W. Cole Advisors, Inc., where they are licensed as an Investment Advisor Representative. Prior to this, Leo was associated with Cambridge Investment Research, Inc. and H.D. Vest Investment Services. Leo is registered to provide investment advice in Connecticut, Delaware, Florida, Georgia, Maine, Massachusetts, Missouri, Nevada, New Hampshire, New York, Rhode Island, South Carolina, Utah, and Vermont.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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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2
CT
02/15/2024 - Present
J. W. Cole Advisors, Inc. (Mansfield Center CT)
CT
09/26/2012 - 03/04/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Mansfield Center CT)
CT
07/25/2006 - 10/01/2012
H.D. VEST INVESTMENT SERVICES (COLUMBIA CT)
GA
03/08/1999 - 07/21/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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