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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Goodson is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since 2012. Michael has passed a number of industry exams, including the Series 6, 7, 9, 10, 63, and 66. Michael is registered with the state of Rhode Island and is also a resident of Texas. Michael is an experienced advisor who has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Prior to working with Merrill Lynch, Michael worked with Wells Fargo Clearing Services, LLC and MML Investors Services, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
RI
04/25/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Riverside RI)
RI
11/03/2017 - 02/20/2018
WELLS FARGO CLEARING SERVICES, LLC (PROVIDENCE RI)
RI
10/13/2014 - 10/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
09/05/2012 - 10/10/2014
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
06/15/2012 - 08/30/2012
NYLIFE SECURITIES LLC (PROVIDENCE RI)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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