Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruthanna? Claim Your ProfileRuthanna Marie Goodman is a financial advisor with LPL Financial LLC, a registered investment advisor and broker-dealer. Ruthanna has been in the financial services industry since 2014. Ruthanna holds the Series 6, 7, 63, and 66 securities licenses and is registered with FINRA and the state of Kentucky. Ruthanna is committed to providing personalized financial advice to individuals, families, and businesses. Ruthanna has experience in a variety of financial planning areas, including retirement planning, college savings, investment management, and estate planning. Ruthanna is dedicated to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
04/19/2018 - Present
LPL Financial LLC (FRANKLIN TN)
KY
04/22/2013 - 10/09/2014
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
BOTH
Issued 04/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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