Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Goodwin is a financial advisor with over 20 years of experience in the industry. Matthew Goodwin is currently registered with Cambridge Investment Research Advisors, Inc. in Fairfield, Iowa. Matthew Goodwin has previously worked at Continuity Partners Group, LLC, Eagle One Investments, LLC, and Cambridge Investment Research, Inc. Matthew Goodwin holds Series 7, Series 24, Series 53, Series 66, Series 99TO, and SIE licenses. Matthew Goodwin is also a board member of The Cambridge Foundation, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
11/26/2012 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
11/26/2012 - 12/31/2015
CONTINUITY PARTNERS GROUP, LLC (FAIRFIELD IA)
MI
02/14/2005 - 12/19/2012
EAGLE ONE INVESTMENTS, LLC (TROY MI)
IA
03/30/2004 - 01/24/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
10/23/2001 - 03/16/2004
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
BOTH
Issued 09/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Goodwin is the right advisor for you? Invested Better is here to help.
