Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Woodward is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC. Russell has been in the securities industry since 2008. Russell is licensed to provide financial services in 53 states, and holds Series 7, 52, 63, 66, 24 and 53 licenses. Russell has a wide range of experience in the financial services industry, with previous employment at Raymond James Financial Services, Inc., Invest Financial Corporation, Chase Investment Services Corp., Foothill Securities, Inc., Nationwide Investment Services Corporation, New England Securities, Capital Brokerage Corporation, Planco Financial Services, LLC and Transamerica Capital, Inc. Russell is also a registered Investment Advisor Representative in Florida. Russell provides a wide range of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NY
01/28/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
FL
04/26/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
WI
01/27/2017 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
CO
10/08/2010 - 02/16/2011
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE CO)
CO
01/20/2010 - 07/26/2010
FOOTHILL SECURITIES, INC. (DENVER CO)
OH
10/10/2007 - 11/23/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CO
08/13/2007 - 09/26/2007
NEW ENGLAND SECURITIES (DENVER CO)
VA
12/19/2006 - 03/30/2007
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
09/13/2005 - 08/23/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
CO
11/21/2001 - 09/01/2005
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AZ
03/19/2001 - 11/14/2001
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
BOTH
Issued 4/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 1/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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