Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Guy Woodard is a registered investment advisor representative with Beacon Global Advisor Network, LLC. Maurice has been working in the financial industry since 1996. Maurice has a strong track record of providing financial advice to individuals and families. Maurice is a Series 7, 24, 55, and 65 licensed representative. Maurice is also registered in Texas and has specialized in financial planning, pension consulting, and selection of other advisors.
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.
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.
Percentage of qualified plan assets, solicitor fees
1
2
GA
03/22/2024 - Present
Beacon Global Advisor Network, LLC (ATLANTA GA)
NJ
10/23/2007 - 05/22/2009
NYFIX SECURITIES CORPORATION (HAZLET NJ)
NY
05/29/2007 - 05/22/2009
NYFIX MILLENNIUM, L.L.C. (NEW YORK NY)
NY
05/29/2007 - 10/01/2007
NYFIX TRANSACTION SERVICES, INC. (NEW YORK NY)
NE
04/27/2006 - 09/12/2006
TD WATERHOUSE CAPITAL MARKETS, INC. (BELLEVUE NE)
NY
10/26/1998 - 04/27/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (NEW YORK NY)
NY
01/01/1997 - 06/20/1997
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
NY
10/08/1996 - 11/13/1996
FIRST METROPOLITAN SECURITIES, INC. (NEW YORK NY)
NY
07/17/1996 - 09/27/1996
STATE CAPITAL MARKETS CORPORATION (NEW YORK NY)
IA
Issued 03/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Maurice Woodard is the right advisor for you? Invested Better is here to help.
