Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Woodward is a financial advisor with Kestra Advisory Services, LLC. Mark has been in the financial services industry since 2000. Mark is registered with the following states: Florida, Texas and Virginia. Mark is also a Registered Representative with Kestra Investment Services, LLC. Mark is a member of the KANA Private Wealth Group, LLC. Mark is also a board member of the Tampa Palms Country Club and the Warrior Rescue.
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.
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
TX
05/05/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
VA
10/08/2004 - 03/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
10/08/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/17/2000 - 05/31/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/17/2000 - 05/31/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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