Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dudley Woodhouse is a financial advisor at Raymond James Financial Services Advisors, Inc. Donald has over 30 years of experience in the financial services industry. Donald is registered with the state of California and Texas. Donald holds the Series 3, 7, 63 and 65 licenses. Donald specializes in a variety of financial products and services including portfolio management, financial planning, and pension consulting. Donald also provides educational seminars to his clients. Donald is dedicated to helping his clients reach their financial goals. Donald is based in Coronado, CA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
07/12/2017 - Present
Raymond James Financial Services Advisors, Inc. (CORONADO CA)
CA
07/31/1993 - 05/08/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
09/24/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Woodhouse is the right advisor for you? Invested Better is here to help.
