Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Woodfield is a financial advisor with Centaurus Financial, Inc. Mark has been in the financial services industry since 2005 and has a Series 6, 7, 63 and 65 license. Mark has been registered with Centaurus Financial, Inc. since 2008, and has a Branch Office location in Scottsdale, Arizona. Centaurus Financial, Inc. provides advisory services, portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. They have a total of 34,053 client accounts and their approximate assets under management are $6.3 billion.
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
AZ
04/26/2012 - Present
Centaurus Financial, Inc. (SCOTTSDALE AZ)
AZ
03/14/2008 - 06/03/2008
AXA ADVISORS, LLC (SCOTTSDALE AZ)
AZ
02/15/2005 - 03/14/2008
METLIFE SECURITIES INC. (PHOENIX AZ)
AZ
02/15/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SCOTTSDALE AZ)
IA
Issued 12/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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