Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Woodward is a financial advisor currently registered with Woodward Diversified Capital, LLC. Gabriel is a registered investment advisor (IA) and has been working in the financial services industry since 2004. Gabriel has a wide range of experience providing financial advice to both individuals and businesses. Gabriel is also a licensed insurance agent and has experience in this field. He specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/20/2020 - Present
Woodward Diversified Capital, LLC (BAKERSFIELD CA)
CA
01/03/2011 - 03/24/2020
WELLS FARGO CLEARING SERVICES, LLC (BAKERSFIELD CA)
CA
04/17/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BAKERSFIELD CA)
CA
11/03/2004 - 04/20/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
IA
Issued 01/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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