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Graeme Spencer Woods

G.s. Woods Wealth Management

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About Graeme Spencer Woods

Graeme Woods is an investment advisor representative with G.s. Woods Wealth Management. Graeme has been in the financial services industry since 2010. Graeme has passed the Series 6, Series 63, Series 65, Series 79TO and Series 82TO exams. Graeme has been registered with the state of Pennsylvania since 2016 and with Maryland since 2022. Graeme is a Chartered Financial Consultant. Graeme specializes in providing financial planning and educational seminars. G.s. Woods Wealth Management offers various advisory services to clients including financial planning, educational seminars and selection of other advisors.

Firm Information

Graeme Woods is currently registered with G.s. Woods Wealth Management. G.s. Woods Wealth Management is a financial advisory firm offering financial planning and educational seminars. The firm serves individuals other than high-net-worth clients and state or municipal government entities. They have 1 licensed agent, 1 investment advisor representative, and 1 registered representative. They provide selection of other advisors and publication of periodicals services.

Not reported

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Solicitor fees

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Graeme Woods’s Registration & Firm History

MD

12/08/2016 - Present

G.s. Woods Wealth Management (FOREST HILLL MD)

PA

09/10/2013 - 09/30/2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (DANVILLE PA)

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Licenses & Designations

BC

Issued 04/14/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 04/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/02/2022

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Graeme Spencer Woods.
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