Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Woodward has been in the financial services industry since July 1995. Charles currently is a registered representative of Independent Financial Partners. Charles is a licensed financial advisor in Florida, Georgia, South Carolina and Virginia. Charles specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. Charles also specializes in the sale of fixed insurance products like life insurance, fixed/indexed annuities, disability income insurance and long-term care insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/08/2015 - Present
Independent Financial Partners (Yulee FL)
FL
08/07/2012 - 06/18/2019
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
07/14/1995 - 08/14/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
07/14/1995 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Woodward is the right advisor for you? Invested Better is here to help.
