Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Patrick Woods is a financial advisor with over 5 years of experience in the industry. Woods is currently registered with Transamerica Retirement Advisors, LLC in Davenport, FL and has been with the firm since November 2021. Previously, Woods worked with WELLS FARGO CLEARING SERVICES, LLC in LAKE WALES, FL. Woods holds Series 7TO, Series 6TO, Series 63, Series 66, and Series 26 securities licenses as well as a state investment advisor license in Florida. Woods specializes in working with individuals and businesses, providing financial planning and portfolio management services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
11/16/2021 - Present
Transamerica Retirement Advisors, LLC (Davenport FL)
FL
01/10/2020 - 11/05/2021
WELLS FARGO CLEARING SERVICES, LLC (LAKE WALES FL)
BOTH
Issued 06/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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