Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Woodward is a financial advisor currently affiliated with Mariner Wealth. Matthew has been in the financial services industry for more than 10 years. Matthew has passed the Series 7, Series 66 and SIE exams. Matthew has experience with Western International Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones.
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.
Family office services
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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CA
03/15/2022 - Present
Mariner Wealth (Los Angeles CA)
CA
05/06/2015 - 03/28/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURBANK CA)
CA
08/05/2011 - 04/28/2015
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
08/30/2010 - 08/09/2011
WADDELL & REED, INC. (SHERMAN OAKS CA)
MO
03/29/2010 - 06/24/2010
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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