![Chloe Goodwin, financial advisor Northbrook IL](/img/ws/profile-blank-sq.png)
Chloe Goodwin (CRD# 7400538) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 2 years of experience in the finance industry. Chloe Goodwin 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.
![Charles Melka, financial advisor Northbrook IL](/img/ws/profile-blank-sq.png)
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
![Alexander Bass, financial advisor Northbrook IL](/img/ws/profile-blank-sq.png)
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank Ssb | Nortbrook, IL | Aug 2022 - Current | 1 |
Charles Schwab & Company, Inc. | Northbrook, IL | Jun 2021 - Current | 3 |
Florida State University Office Of Institutional Research | Tallahassee, FL | Aug 2020 - Apr 2021 | < 1 |
Charles Schwab & Company, Inc. | Bellevue, WA | Jun 2020 - Aug 2020 | < 1 |
Florida State University Office Of Institutional Research | Tallahassee, FL | Jan 2020 - Apr 2020 | < 1 |
Full-time Education | Tallahassee, FL | Jul 2018 - Jan 2020 | 1 |
Lowcountry Chamber Music Festival | Savannah, GA | Jun 2018 - Jun 2018 | < 1 |
Chegg | Santa Clara, CA | Feb 2018 - Jun 2018 | < 1 |
Full-time Education | Tallahassee, FL | Aug 2017 - Feb 2018 | < 1 |
Full-time Education | Tampa, FL | Jan 2011 - Jun 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- IL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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