Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Woods is a registered Investment Advisor Representative with Iams Wealth Management, LLC. Derek is licensed to provide investment advisory services in Ohio. Derek has been in the financial services industry since June 2007. Derek holds the Series 65 license and is a Registered Investment Advisor. Derek is also a licensed Independent Insurance Agent in Mansfield, Ohio.
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.
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.
Solicitor fees from other advisers; percentage of plan assets
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NE
01/05/2021 - Present
Iams Wealth Management, LLC (OMAHA NE)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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