Susan GoodellCRD Number: 5895496
Current Firm: Otto & Associates, Inc.
Susan Goodell (CRD# 5895496) is an Investment Advisor Representative working at Otto & Associates, Inc. in Katonah, NY and has 1 year of experience in the finance industry. Susan Goodell 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.
Altium Wealth Management LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Otto And Assocites||Katonah, NY||Jun 2009 - Current||8|
|Newbury Elementary School||Newvbury, VT||Aug 1996 - Jun 2009||12|
Total Assets Under Management110MILLIONS
Total Number of Accounts470ACCOUNTS
Average Account Value$233,598
- A percentage of assets under your management
- Hourly charges
- 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
- Publication of periodicals or newsletters
CT, NH, NY, VT