Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Woodward is a financial advisor with TD Private Client Wealth LLC. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. Douglas is registered to provide investment advice in Delaware, District of Columbia, Florida, Illinois, Iowa, Maryland, Massachusetts, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Douglas has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Bank of America Investment Services, Inc.
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.
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.
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2
MD
02/22/2017 - Present
TD Private Client Wealth LLC (Calverton MD)
MD
04/10/2008 - 02/08/2017
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
05/07/2001 - 03/19/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BALTIMORE MD)
MA
03/13/1998 - 03/21/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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