Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Woodall is a financial professional with over 10 years of experience in the financial services industry. James is currently registered with Cetera Investment Advisers LLC in Texas. Previously, James worked at Avantax Investment Services, Inc., Momentum Independent Network Inc., Hilltop Securities Inc., Fidelity Brokerage Services LLC, and National Financial Services LLC. James holds the Series 7, Series 66, and SIE licenses. James is a Certified Financial Planner. James specializes in financial planning, portfolio management, and investment advice. James works with a variety of clients, including individuals, families, and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HEATH TX)
TX
12/22/2022 - 02/21/2024
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
05/18/2021 - 04/08/2022
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
02/01/2021 - 04/08/2022
HILLTOP SECURITIES INC. (DALLAS TX)
TX
12/02/2019 - 08/19/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/12/2015 - 08/11/2015
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/2/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2019
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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