Mary Goesel, financial advisor Chicago IL

Mary Goesel

CRD Number: 4524675
Current Firm: Charles Schwab & Company, Inc.

Mary Goesel (CRD# 4524675) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 20 years of experience in the finance industry. Mary Goesel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Chicago, IL Aug 2021 - Current 2
Facet Wealth Flossmoor, IL Jan 2021 - Jul 2021 < 1
Facet Wealth Flossmoor, IL Jan 2021 - Jul 2021 < 1
Tiaa Chicago, IL Apr 2017 - Nov 2020 3
Tiaa-cref Individual & Institutional Services, LLC Chicago, IL Apr 2017 - Nov 2020 3
Bank Of America Chicago, IL Aug 2015 - Apr 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL May 2010 - Apr 2017 6
Bank Of America Indianapolis, IN May 2010 - Aug 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Mary H. Goesel
Phone Number: 415-667-7000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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