Unclaimed
Denise Allison Woodham is an investment advisor representative at Spring Creek Investments. Denise has been in the industry since 1987 and holds licenses in the state of Alabama. Denise has experience in various areas of financial planning, including financial analysis services, selection of other advisers, and portfolio management for corporations and other businesses. Denise currently holds the Series 3, 7, 24, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Any other financial analysis services requested.
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.
A percentage of the total value of assets under management is charged.
Minimum account fees
1
2
AL
01/27/2009 - Present
Spring Creek Investments (MONTEVALLO AL)
AL
01/27/2005 - 04/12/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AL
11/25/1987 - 07/25/1996
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 06/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1990
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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