Unclaimed
Jonathan Henry Woodruff is a financial professional with over 4 years of experience in the financial services industry. Jonathan Henry Woodruff is currently registered with Cetera Investment Advisers LLC. Jonathan Henry Woodruff has previously worked with Commerce Brokerage Services, Inc., and Northwestern Mutual Investment Services, LLC. Jonathan Henry Woodruff holds licenses for Series 63, 65, and 7TO exams. Jonathan Henry Woodruff is also registered in 12 states. Jonathan Henry Woodruff provides financial planning, pension consulting, and portfolio management services.
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.
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
MO
09/30/2024 - Present
Cetera Investment Advisers LLC (COLUMBIA MO)
MO
09/01/2021 - 03/02/2023
COMMERCE BROKERAGE SERVICES, INC. (Columbia MO)
MO
07/18/2019 - 07/29/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBIA MO)
IA
Issued 10/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 7/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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