Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callahan? Claim Your ProfileCallahan Woolett is a financial advisor with LPL Financial LLC in Wenatchee, WA. Callahan is a registered representative and investment advisor representative with over 14 years of experience in the financial services industry. Callahan has been registered with LPL Financial LLC since 2022 and has previously been registered with CUSO Financial Services, L.P., VALIC Financial Advisors, Inc., Raymond James Financial Services, Inc., and LPL Financial Corporation.
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.
Consulting and other non-discretionary advisory services
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.
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WA
06/16/2022 - Present
LPL Financial LLC (WENATCHEE WA)
WA
07/30/2018 - 05/03/2021
CUSO FINANCIAL SERVICES, L.P. (WENATCHEE WA)
WA
06/10/2015 - 08/03/2018
VALIC FINANCIAL ADVISORS, INC. (WENATCHEE WA)
WA
12/01/2009 - 05/06/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEAVENWORTH WA)
WA
04/11/2007 - 11/25/2009
LPL FINANCIAL CORPORATION (LYNDEN WA)
WA
07/17/2006 - 08/15/2006
FIRST INVESTORS CORPORATION (KENT WA)
BOTH
Issued 06/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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