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Janelle Marie Woods

Cookson Peirce Wealth Management

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About Janelle Marie Woods

Janelle Marie Woods is a financial advisor with Cookson Peirce Wealth Management. Janelle has been in the industry since August of 2007. Janelle is a Certified Financial Planner and is registered as an Investment Advisor Representative in both Pennsylvania and Ohio. Janelle has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Janelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Janelle also works as an adjunct faculty member for Youngstown State University.

Firm Information

Janelle Woods is currently registered with Cookson Peirce Wealth Management. Cookson Peirce Wealth Management, headquartered in Pittsburgh, Pennsylvania, is an investment advisor with approximately $1.92 billion in regulatory assets under management. They offer financial planning, portfolio management for individuals, investment companies, and a wrap fee program. Their client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
Cookson Peirce Wealth Management

530 WILLIAM PENN PLACE

PITTSBURGH, PA 15219

$1.92B

Assets Under Management

Not reported

Total Clients

17

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Janelle Woods’s Registration & Firm History

PA

08/04/2015 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janelle Marie Woods.
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