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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Holland Woodard is an investment advisor representative at Woodard & Co. Asset Management Group Inc. located in Bermuda Run, NC. Joan has been in the industry since June 1994. Joan is registered with the following state(s): Colorado, Florida, Georgia, North Carolina, Ohio, South Carolina, Texas, and Virginia. Joan has passed the Uniform Investment Adviser Law Examination.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
08/13/2018 - Present
Woodard & Co. Asset Management Group Inc. (BERMUDA RUN NC)
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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