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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Corn Woodcock is a financial advisor who is registered to provide investment advice and securities transactions in 32 states. Barbara Corn Woodcock is currently affiliated with Raymond James & Associates, Inc. Barbara Corn Woodcock has been a financial advisor for over 20 years and has worked with Deutsche Bank Securities Inc. and UBS PaineWebber Inc. in the past. Barbara Corn Woodcock specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Barbara Corn Woodcock holds several professional licenses and designations including Series 7, Series 63 and Series 66.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/06/2016 - Present
Raymond James & Associates, Inc. (Winston-Salem NC)
NC
04/19/2004 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)
NJ
08/14/2000 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/04/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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