Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mayo? Claim Your ProfileMayo Woodward is a financial advisor with over 25 years of experience in the industry. Mayo currently works at Trust Advisory Group Ltd. Mayo's primary registration is in Alabama. Mayo is also registered in Florida and Texas. Mayo is a registered investment advisor representative with the firm Trust Advisory Group Ltd. Mayo has held previous roles at firms such as Pruco Securities, LLC, Park Avenue Securities LLC, BB&T Securities, LLC, Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Mayo has a strong track record of providing investment advice to individuals and families. Mayo is also a registered principal with the firm Trust Advisory Group Ltd. Mayo is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
AL
01/16/2025 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
AL
10/18/2017 - 05/02/2019
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
AL
03/01/2017 - 10/10/2017
PARK AVENUE SECURITIES LLC (BIRMINGHAM AL)
AL
01/28/2015 - 09/16/2016
BB&T SECURITIES, LLC (BIRMINGHAM AL)
AL
11/24/2008 - 02/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
06/23/2006 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
07/15/1996 - 06/05/2006
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
IA
Issued 10/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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