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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha A Goodman is a financial advisor who has been in the industry since 2014. Martha is currently registered with Morgan Stanley, and has previously worked for Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Martha is registered in 31 states and has passed the Series 7, Series 66 and SIE exams. Martha has been in the business of providing investment advice to individuals, businesses and institutional clients, and has been providing advice on asset allocation.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
08/30/2024 - Present
Morgan Stanley (Barrington IL)
IL
07/27/2020 - 10/04/2023
WELLS FARGO CLEARING SERVICES, LLC (BARRINGTON IL)
IL
10/21/2016 - 06/30/2020
WELLS FARGO CLEARING SERVICES, LLC (BARRINGTON IL)
IL
06/09/2014 - 10/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEER PARK IL)
BOTH
Issued 07/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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