Unclaimed
Samuel Barton Goodman is a financial advisor who has been in the industry since June 14, 2015. Samuel is currently registered with PFS Investments Inc. in Georgetown, Texas. Samuel has a Series 6 and Series 63 license and the SIE exam. Samuel is licensed in the state of California. PFS Investments Inc. is a financial firm based in Duluth, Georgia. The firm has a total of 8,461,983,895 in regulatory assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/15/2015 - Present
PFS Investments Inc. (GEORGETOWN TX)
BC
Issued 04/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Goodman is the right advisor for you? Invested Better is here to help.