Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Goodell is a financial advisor at Raymond James & Associates, Inc. Stan has been in the financial services industry for over 20 years and has experience providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions. Stan is also a Certified Financial Planner™ and holds the Series 63, 65, 7, and SIE licenses. Stan is registered to offer investment advice in 37 states, including Texas and Utah. Prior to joining Raymond James & Associates, Inc., Stan worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC.
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.
Please see note in schedule d - miscellaneous
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
UT
12/15/2020 - Present
Raymond James & Associates, Inc. (Cottonwood Heights UT)
UT
01/03/2011 - 12/22/2020
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
01/23/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
CA
06/02/2000 - 01/08/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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