Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Woodham is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Kathryn has been in the financial services industry for over 20 years. She has been with Wells Fargo Advisors Financial Network, LLC since May 2009. Prior to that, Kathryn worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from January 2000 to February 2007. Kathryn is registered with the state of Alabama and holds a Series 7, Series 66 and SIE license.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
03/09/2007 - Present
Wells Fargo Advisors Financial Network, LLC (DOTHAN AL)
AL
01/20/2000 - 02/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOTHAN AL)
BOTH
Issued 04/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathryn Woodham is the right advisor for you? Invested Better is here to help.
