Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Goodsell is a financial advisor registered with Charles Schwab & CO., Inc.. Robert has been in the financial services industry since July 27, 1991. Robert's current registration with Charles Schwab & CO., Inc. began on July 6, 2023. Robert has previously worked with Waddell & Reed, Inc., Fidelity Brokerage Services, Inc., and Fidelity Investments Institutional Services Company, Inc. Robert is also registered as an Investment Advisor Representative in Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
07/06/2023 - Present
Charles Schwab & CO., Inc. (Richfield OH)
VA
06/22/1999 - 12/31/2021
CHARLES SCHWAB & CO., INC. (Alexandria VA)
KS
12/24/1998 - 05/11/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
06/10/1997 - 10/19/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
08/05/1993 - 05/12/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/28/1989 - 07/21/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 12/21/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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