Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michel? Claim Your ProfileMichel Woods is a financial professional with over 8 years of experience in the industry. Michel is currently registered with LPL Enterprise, LLC, a firm with offices in Fort Mill, SC, and Metairie, LA. Michel has held previous roles at First Command Brokerage Services, INC. and Cetera Investment Services LLC. Michel specializes in providing financial planning, portfolio management for individuals and businesses, consulting services and conducts educational seminars. Michel is also a member of the Baker Chamber of Commerce and the Beacon Light of Baton Rouge.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
LA
11/14/2024 - Present
LPL Enterprise, LLC (METAIRIE LA)
MS
10/26/2023 - 06/04/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (Biloxi MS)
LA
06/20/2019 - 11/15/2022
CETERA INVESTMENT SERVICES LLC (BATON ROUGE LA)
LA
12/22/2015 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (BATON ROUGE LA)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michel Woods is the right advisor for you? Invested Better is here to help.
