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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 a financial advisor with Steward Partners Investment Advisory, LLC, a firm with a focus on providing financial consulting, financial planning, and pension consulting services. Russell is a registered representative with the firm and has been in the industry since 2008. Russell has held previous roles with various firms, including Raymond James Financial Services, Inc. and Nationwide Investment Services Corporation.
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 04/20/2017
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 09/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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