Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen John Goodwin is a registered investment advisor representative with LNW Wealth Management, LLC, located in Seattle, Washington. Stephen has been in the industry since 2000 and has a Series 7, Series 31, and Series 66 licenses. Stephen has experience in a variety of areas, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
12/04/2020 - Present
LNW (SEATTLE WA)
NJ
09/19/2000 - 07/07/2003
QUELLOS BROKERAGE SERVICES, LLC (PRINCETON NJ)
BOTH
Issued 02/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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