Unclaimed
Andrew Woods is a registered Investment Advisor Representative at Savant Wealth Management, based in Rockford, IL. Andrew is licensed in Illinois. He holds a Series 66, Series 63, Series 7, Series 56, and Series 44. Previously, Andrew was employed at Verity Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Multi-Bank Securities, Inc., Fixed Income Capital Partners, LLC, and Peak6 Capital Management LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2023 - Present
Savant Wealth Management (ROCKFORD IL)
NC
03/28/2019 - 09/14/2022
VERITY INVESTMENTS, INC. (DURHAM NC)
IL
07/27/2016 - 08/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
11/02/2015 - 07/15/2016
MULTI-BANK SECURITIES, INC. (Chicago IL)
IL
10/02/2014 - 09/08/2015
FIXED INCOME CAPITAL PARTNERS, LLC (WHEATON IL)
IL
03/07/2011 - 08/28/2012
PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)
IL
09/17/2008 - 04/01/2010
PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)
BOTH
Issued 11/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 08/28/2008
Series 44 - PCX Market Maker Exam
Active
Inactive
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