Unclaimed
Mitchell Ryan Woods is a financial advisor with Raymond James & Associates, Inc. Mitchell has been in the industry since October 2017 and is registered in Louisiana and Texas. Mitchell is a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. Mitchell has experience working with individuals, corporations, high-net-worth individuals, pension plans, and charitable organizations. Mitchell specializes in financial planning, portfolio management, 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
05/16/2022 - Present
Raymond James & Associates, Inc. (Lake Charles LA)
LA
10/10/2017 - 05/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE CHARLES LA)
BOTH
Issued 11/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mitchell Woods is the right advisor for you? Invested Better is here to help.