Unclaimed
Rhoda Woods is an investment advisor representative associated with Perigon Wealth Management, LLC. Rhoda has been in the industry for several years and has a Series 65 license. Rhoda is registered with the state of Michigan as an investment advisor representative. The firm has a strong client base and offers a variety of financial planning and advisory services. Rhoda Woods and Perigon Wealth Management, LLC are committed to providing their clients with the highest level of service and expertise.
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.
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.
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.
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MI
03/04/2024 - Present
Perigon Wealth Management, LLC (SOUTHFIELD MI)
IA
Issued 12/31/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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