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Debra Goodstein

9 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Debra Goodstein is a registered investment advisor, based in Ann Arbor, MI, with 9 years of industry experience.

Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Debra has a 50% ownership stake in rental real estate with her husband, dedicating about 10-20% of her time. She also works as an insurance agent selling life and long-term care insurance, also dedicating about 10-20% of her time.

Employment History
Current Registrations
Spc
January 2025 - Present · 1 yr 4 mos
Parkland Securities, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Ic Advisory Services, INC.
January 2019 - January 2025 · 6 yrs
The Investment Center, INC.Broker
January 2019 - January 2025 · 6 yrs
Cetera Investment Advisers LLC
January 2017 - January 2019 · 2 yrs
Cetera Financial Specialists LLCBroker
December 2016 - January 2019 · 2 yrs 1 mo
State Registrations7 states
CADCNJNYOHPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Debra Goodstein - Financial Advisor | TrueAdvisor