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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Lane Woodcock is a financial advisor with over 20 years of experience in the industry. Jeffry is a CERTIFIED FINANCIAL PLANNER™ professional who works with clients to build and manage their financial plans. Jeffry is registered with Ameriprise Financial Services, LLC and offers a variety of services, including financial planning, portfolio management, and retirement planning. Jeffry has a strong track record of success and is committed to providing his clients with the highest level of service. Jeffry is registered in multiple states and currently holds Series 6, 7, 63, and 65 licenses.
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.
Asset allocation services
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
08/30/2021 - Present
Ameriprise Financial Services, LLC (Live Oak TX)
TX
08/27/2015 - 09/02/2021
CUNA BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
02/08/2005 - 12/23/2008
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
SC
07/11/2003 - 09/29/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
05/22/1997 - 06/04/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
10/16/1995 - 12/15/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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