Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Goddard is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Onedigital Investment Advisors, a firm with a strong focus on serving the needs of individuals, corporations, and retirement plans. Michael is also a Certified Financial Planner and a Series 7, Series 31 and Series 66 licensed professional.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/06/2018 - Present
Onedigital Investment Advisors (Torrance CA)
CA
01/02/2019 - 12/31/2019
TRIAD ADVISORS LLC (Torrance CA)
CA
01/16/2013 - 12/31/2018
LPL FINANCIAL LLC (TORRANCE CA)
CA
06/01/2009 - 02/08/2013
MORGAN STANLEY (TORRANCE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TORRANCE CA)
CA
04/12/2004 - 04/02/2007
MORGAN STANLEY DW INC. (TORRANCE CA)
BOTH
Issued 02/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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