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 is an Investment Adviser Representative with Integrated Advisors Network LLC. Charles has over 30 years of experience in the financial services industry. Charles has held previous positions at S F Sentry Securities, Inc., Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Prudential Securities Incorporated, L. F. Rothschild, Unterberg, Tobin, and Kidder, Peabody & Co. Incorporated. Charles is registered with the state of California as an Investment Adviser Representative.
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.
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.
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
10/05/2021 - Present
Integrated Advisors Network LLC (Sausalito CA)
CA
08/01/2017 - 07/22/2021
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
12/10/2008 - 06/19/2017
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
08/30/1994 - 12/24/2008
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
NY
11/20/1984 - 09/02/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/06/1983 - 12/05/1984
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
01/19/1981 - 12/05/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 12/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Charles Woodward is the right advisor for you? Invested Better is here to help.
