Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beau? Claim Your ProfileBeau Woodward is an Investment Advisor Representative at Woodward Diversified Capital, LLC. Beau is a seasoned professional with over 15 years of experience in the financial services industry. Beau has a strong track record of success in providing investment advice to individuals, families, and institutions. Beau is dedicated to helping clients achieve their financial goals through personalized investment strategies. Prior to joining Woodward Diversified Capital, LLC, Beau held positions at several reputable firms including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Charles Schwab & Co., INC. Beau holds a Series 7, Series 31, and Series 66 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
04/20/2020 - Present
Woodward Diversified Capital, LLC (BAKERSFIELD CA)
CA
01/03/2011 - 03/24/2020
WELLS FARGO CLEARING SERVICES, LLC (BAKERSFIELD CA)
CA
06/29/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BAKERSFIELD CA)
CA
02/03/2005 - 07/10/2007
CHARLES SCHWAB & CO., INC. (BAKERSFIELD CA)
MA
02/13/2004 - 11/16/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/27/2003 - 02/25/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Beau Woodward is the right advisor for you? Invested Better is here to help.
