Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Woods is a financial advisor registered with Momentum Independent Network Inc.. He is a licensed investment advisor representative in Texas, specializing in providing financial planning services. Mark has over 35 years of experience in the financial industry, having worked with a variety of financial institutions. He is also a registered representative with FINRA and has passed the Series 6, Series 22 and the Series 63 exams. Mark has a strong commitment to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals, whether it is saving for retirement, planning for college, or protecting their assets.
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.
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.
12b-1 fees
1
2
TX
06/15/2023 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
01/09/2001 - 04/01/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN ANGELO TX)
CA
03/01/1993 - 01/25/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
03/14/1990 - 03/08/1993
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
02/24/1993 - 02/24/1993
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CA
03/06/1987 - 02/15/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
01/13/1986 - 04/15/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 12/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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