Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Woody is an investment advisor representative at Access Financial Resources Inc. based in Oklahoma City, OK. Robert has been in the financial services industry since 2001 and is registered in Oklahoma and Texas. Robert previously worked at ACCESS INVESTMENTS, INC. and WASHINGTON SQUARE SECURITIES, INC. Robert holds a Series 7 and Series 66 license and specializes in providing financial planning, pension consulting, and educational seminars. Robert also offers portfolio management services for individuals.
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.
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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OK
03/27/2009 - Present
Access Financial Resources Inc. (OKLAHOMA CITY OK)
OK
10/11/2001 - 12/31/2010
ACCESS INVESTMENTS, INC. (OKLAHOMA CITY OK)
CT
07/30/2001 - 10/15/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 09/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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