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Philip John Woodward

Vanguard Marketing Corp.

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About Philip John Woodward

Philip Woodward is a financial advisor with Vanguard Marketing Corp., registered with FINRA and the state of Pennsylvania. Philip holds the Series 7, Series 6, Series 24, and Series 63 licenses. Philip has been in the financial services industry since 2000. Prior to joining Vanguard Marketing Corp., Philip was employed by ASCENSUS BROKER DEALER SERVICES, LLC., ASCENSUS FINANCIAL SERVICES, LLC., P.J. ROBB VARIABLE CORPORATION, BLACKROCK INVESTMENTS, INC., J.P. MORGAN SECURITIES INC., FISERV SECURITIES, INC., and FIRST INVESTORS CORPORATION.

Firm Information

Philip Woodward is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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.

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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Philip Woodward’s Registration & Firm History

PA

03/08/2019 - Present

Vanguard Marketing Corp. (MALVERN PA)

PA

01/31/2017 - 02/27/2019

ASCENSUS BROKER DEALER SERVICES, LLC (Dresher PA)

PA

04/08/2014 - 01/02/2019

ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)

PA

07/28/2009 - 04/07/2014

P.J. ROBB VARIABLE CORPORATION (DRESHER PA)

NJ

10/21/2008 - 04/03/2009

BLACKROCK INVESTMENTS, INC. (PLAINSBORO NJ)

DE

10/29/2001 - 02/22/2008

J.P. MORGAN SECURITIES INC. (NEWARK DE)

PA

09/10/1999 - 08/23/2001

FISERV SECURITIES, INC. (PHILADELPHIA PA)

NJ

06/05/1991 - 07/12/1991

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 08/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/03/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip John Woodward.
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