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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Woodard is a financial advisor registered with Prosperity Capital Advisors. John has been a registered Investment Advisor representative since 2013 and specializes in financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John is also a licensed insurance agent and may offer fixed insurance products such as life insurance, annuities, and Medicare supplements. John has a CPA license and works for an unaffiliated CPA firm, R Gary Clark Associates. John is based in Westlake, Ohio and serves clients in multiple states.
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.
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.
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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OH
06/06/2013 - Present
Prosperity Capital Advisors (WESTLAKE OH)
IA
Issued 12/14/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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