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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 Goodman is a financial advisor with Wealthstream Advisors, Inc. in New York, New York. Michael has been in the financial services industry since 1996. Michael's experience includes working at Cambridge Investment Research, Inc. and Nathan & Lewis Securities, Inc. Michael holds a Series 63, Series 65 and Series 7 license. Michael is also a Certified Financial Planner and a Personal Financial Specialist. Wealthstream Advisors, Inc. has approximately $1.34 billion in assets under management. Michael is registered to provide investment advice in New York and Texas. Michael specializes in providing financial advice to individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and other investment advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/03/2004 - Present
Wealthstream Advisors, Inc. (NEW YORK NY)
NY
12/14/2001 - 05/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEW YORK NY)
NY
06/21/1996 - 12/20/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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