Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Woodward is a financial advisor who has been in the industry since 1987. Jeffrey is currently registered with G. A. Repple & Co. and is licensed to sell securities and variable insurance products. Jeffrey holds Series 7, 63, and SIE licenses. Jeffrey has experience with corporations and individuals. Jeffrey also has experience with fixed insurance sales. Jeffrey's main focus is on providing financial planning and portfolio management services to clients. Jeffrey has been a financial consultant since 1990. Jeffrey has a strong track record of success in the financial services industry, and he is committed to providing his clients with the highest quality of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party asset management, services
1
2
FL
04/25/1991 - Present
G. A. Repple & Co. (CASSELBERRY FL)
NA
07/05/1988 - 11/04/1989
FENNER FINANCIAL, INC.
NA
11/27/1987 - 04/30/1988
SHUBERT RIZOR SECURITIES, INC.
NA
02/17/1987 - 11/03/1987
INTERNATIONAL ASSETS ADVISORY CORPORATION
NA
05/22/1987 - 07/22/1987
TRAVELERS EQUITIES SALES, INC.
NA
02/19/1986 - 02/25/1987
TRAVELERS EQUITIES SALES, INC.
BC
Issued 10/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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