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Michele Marie McCarty-woods

Brokers International Financial Services, LLC

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About Michele Marie McCarty-woods

Michele McCarty-woods is a financial advisor with Brokers International Financial Services, LLC. Michele has been in the financial services industry since December 2007. Michele holds the Series 6, Series 63, Series 65 and SIE licenses. Michele has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations and other investment advisers. Michele specializes in insurance, retirement planning, investments and securities. Michele offers financial planning, educational seminars, publication of periodicals, selection of other advisers and portfolio management for individuals.

Firm Information

Michele McCarty-woods is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Michele McCarty-woods’s Registration & Firm History

IA

09/09/2014 - Present

Brokers International Financial Services, LLC (PANORA IA)

IA

11/06/2007 - 02/11/2011

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (PANORA IA)

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Licenses & Designations

IA

Issued 09/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Marie McCarty-woods.
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