Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Ann Woodward is a financial advisor registered with Kestra Private Wealth Services, LLC and has been in the industry since October 2012. Gail Ann Woodward is licensed to conduct securities business in 32 states. Gail Ann Woodward has held the Series 7 and Series 66 licenses, and holds the Securities Industry Essentials (SIE) license. She is a registered representative of Kestra Private Wealth Services, LLC. Currently, Gail Ann Woodward is a member of the firm's branch office in Sewickley, Pennsylvania. The office is also located in Austin, Texas. Gail Ann Woodward specializes in providing financial planning, investment advisory services, and pension consulting to a wide range of clients.
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.
1
2
PA
09/13/2023 - Present
Kestra Private Wealth Services, LLC (Sewickley PA)
PA
10/08/2012 - 09/22/2023
MORGAN STANLEY (Pittsburgh PA)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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