Chloe Josephina Goodwin
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- Charles Schwab Bank SsbAug 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to now
- Florida State University Office of Institutional ResearchAug 2020 to Apr 2021
- Charles Schwab & Co., Inc.Jun 2020 to Aug 2020
- Florida State University Office of Institutional ResearchJan 2020 to Apr 2020
- Full-time EducationJul 2018 to Jan 2020
- Lowcountry Chamber Music FestivalJun 2018 to Jun 2018
- CheggFeb 2018 to Jun 2018
- Full-time EducationAug 2017 to Feb 2018
- Full-time EducationJan 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7400538
- Firm CRD
- 5393