Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Scott Woodin has been an active advisor for over 40 years, having started his career in 1976. John holds licenses in both Broker-Dealer and Investment Advisor roles. John is currently registered with Ameriprise Financial Services, LLC. John has worked with many firms over the years, including Equitable Advisors, LLC and Ameritas Investment Corp. John's expertise includes asset allocation services, financial planning, pension consulting, and educational seminars. John's clients include individuals, families, trusts, estates, corporations, charitable organizations, and pension plans. John is committed to providing his clients with personalized advice and guidance to help them reach 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.
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.
1
2
WI
07/16/2024 - Present
Ameriprise Financial Services, LLC (Middleton WI)
WI
12/21/2010 - 07/16/2024
EQUITABLE ADVISORS, LLC (WAUKESHA WI)
WI
01/20/2004 - 12/20/2010
AMERITAS INVESTMENT CORP. (WAUKESHA WI)
MA
02/07/2003 - 12/31/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
NY
03/02/2001 - 01/28/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MD
08/12/1985 - 02/16/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
01/27/1976 - 11/10/1978
ACACIA EQUITY SALES CORPORATION
IA
Issued 01/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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