Unclaimed
Paul Goodson is a financial advisor at SPC. Paul has been in the industry for over 16 years. Paul is currently registered with FINRA and is a registered investment advisor in Colorado, Florida, Georgia, Maryland, Mississippi, Oklahoma, Oregon, South Carolina, Texas, and Virginia. Paul provides consultation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Paul is a well-rounded professional with a strong background in financial services.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/07/2021 - Present
SPC (ANN ARBOR MI)
FL
10/05/2009 - 05/24/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
11/14/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
FL
08/23/2007 - 10/09/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (VIERA FL)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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