Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanna? Claim Your ProfileJeanna Marie Woods is a financial advisor with over 20 years of experience in the industry. She currently works at Robert W. Baird & Co. Inc., and specializes in providing financial planning and portfolio management services. Jeanna Marie Woods has held previous roles at several firms, including MSI Financial Services, Inc., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, Inc., and Walnut Street Securities, Inc. She has a strong track record of success and is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
WI
10/18/2016 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
11/14/2003 - 11/01/2016
MSI FINANCIAL SERVICES, INC. (LOVES PARK IL)
NY
02/03/2012 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
07/07/2008 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
02/03/2012 - 09/09/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
02/03/2012 - 09/09/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IL
11/14/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOVES PARK IL)
BOTH
Issued 02/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2018
Series 14 - Compliance Officer Examination
BC
Issued 03/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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