Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Woodford is a financial professional with over 25 years of experience in the industry. He is currently registered with PGIM Investments LLC as a Registered Investment Advisor and holds a Series 63, Series 65, Series 7, Series 6, and Series 22 license. Previously, Paul Woodford was registered with Columbia Management Distributors, Inc. and Federated Securities Corp. He has a deep understanding of the financial markets and is committed to providing clients with personalized advice and guidance. Paul Woodford's experience and expertise make him a valuable resource for individuals and institutions seeking investment management services.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
01/12/2010 - Present
Pgim Investments LLC (Gainesville VA)
MA
03/08/2005 - 11/09/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
PA
07/08/1997 - 03/28/2005
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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