Unclaimed
David Woods is a financial advisor with Allstate Financial Services, LLC, based in Marion, Illinois. David has over 20 years of experience in the financial industry, having previously worked for Edward Jones and J.J.B. Hilliard, W.L. Lyons, Inc. David is licensed to offer securities products in the state of Illinois. His specializations include investment company products, variable contracts, and general securities.
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.
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.
1
2
IL
01/13/2023 - Present
Allstate Financial Services, LLC (Marion IL)
IL
02/22/2017 - 12/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (Marion IL)
MO
05/15/2001 - 11/09/2001
EDWARD JONES (ST. LOUIS MO)
KY
02/07/2000 - 05/11/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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