Mei-chen GoodsonCRD Number: 4570714
Current Firm: Ubs Financial Services Inc.
Mei-chen Goodson (CRD# 4570714) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, OH and has over 11 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Ubs Financial Services Inc.||Hudson, OH||Jan 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Akron, OH||Sep 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV