Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Woods is a financial advisor with Equitable Distributors, LLC. Robert has over 16 years of experience in the financial services industry. Robert is licensed to sell securities in 52 states and the District of Columbia.
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.
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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2
NC
06/07/2024 - Present
Equitable Distributors, LLC (Charlotte NC)
NE
04/13/2015 - 11/16/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/15/2007 - 01/06/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
02/13/2007 - 06/13/2007
MMC SECURITIES CORP. (NORWOOD MA)
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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