Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Goodman is a financial advisor with over 20 years of experience in the industry. Sandra is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 53, Series 63, and Series 66 license. Sandra has previously worked with Thoroughbred Financial Services, LLC, Amsouth Investment Services, Inc. and Invest Financial Corporation. Sandra has a wide range of experience in the financial industry and is committed to providing her clients with the best possible service.
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.
1
2
TN
06/30/2023 - Present
LPL Financial LLC (JACKSON TN)
TN
03/28/2022 - 02/01/2023
THOROUGHBRED FINANCIAL SERVICES, LLC (JACKSON TN)
TN
02/14/2000 - 02/28/2006
AMSOUTH INVESTMENT SERVICES, INC. (JACKSON TN)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/31/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 06/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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