Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Gwynn Woods is a financial advisor with Root Financial Partners. Brandon has been working in the financial services industry since 2016. Brandon has experience in both investment advisory and brokerage services, with expertise in financial planning, portfolio management, and pension consulting. Brandon holds the Series 6, Series 63, and SIE licenses and is a Certified Financial Planner.
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.
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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TX
02/28/2024 - Present
Root Financial Partners (Fort Worth TX)
TX
09/30/2016 - 03/07/2017
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
BC
Issued 11/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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