Ellen GoodmanCRD Number: 6215251
Current Firm: Prudential Financial Planning Services
Ellen Goodman (CRD# 6215251) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wakefield, MA and has over 8 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|The Prudential Insurance Company Of America||Marlborough, MA||Apr 2013 - Current||9|
|Pruco Securities, LLC||Marlborough, MA||Apr 2013 - Current||9|
|Unemployed||Wayland, MA||Nov 2011 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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