Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Westin? Claim Your ProfileWestin Lee Goodman is a financial advisor at Charles Schwab & Co., Inc. Westin has been in the financial industry since March 8, 2021. Prior to joining Charles Schwab & Co., Inc., Westin worked at TD Ameritrade, Inc.. Westin holds the Series 3, 7TO and 63 licenses. Westin is registered to provide investment advice in all states and territories except for Iowa.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/10/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
03/09/2021 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 3 - National Commodity Futures Examination
BC
Issued 03/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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