Unclaimed
Michael Goodner is a financial professional with over 30 years of experience in the industry. Michael has a background in investment company products/variable contracts and has held various positions at firms such as TRIAD ADVISORS LLC, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, and MULTI-FINANCIAL SECURITIES CORPORATION. Michael is currently registered with Cambridge Investment Research, Inc., and holds licenses in several states.
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.
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.
1
2
TN
10/17/2022 - Present
Cambridge Investment Research, Inc. (Chattanooga TN)
TN
03/24/2015 - 10/24/2022
TRIAD ADVISORS LLC (Knoxville TN)
TN
09/01/2006 - 03/25/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (KNOXVILLE TN)
TN
09/02/2003 - 09/07/2006
MULTI-FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
AZ
08/19/1998 - 09/05/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
12/11/1992 - 08/25/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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