Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Richard Woodcox is a Registered Representative of Fidelity Personal And Workplace Advisors. Keith has been in the financial industry since October 1998. Keith is a licensed Investment Advisor Representative in Texas and Washington. Keith is licensed to conduct business in all states and is registered with both FINRA and the Securities and Exchange Commission. Keith holds a Series 7, 9, 10, 63, and 66 license. He is also a registered Investment Advisor Representative in Texas and Washington. Keith has extensive experience in financial planning, portfolio management, and investment advisory services. Keith specializes in providing financial planning and investment advice to individuals, families, and businesses. Keith is committed to providing personalized financial guidance and helping his clients achieve 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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 09/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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