Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Woods is a financial advisor with over 40 years of experience in the industry. Scott Woods is registered with Robert W. Baird & Co. Inc. in Florida, Colorado, and Texas. Scott Woods has experience working with a wide range of clients, including individuals, corporations, and institutions. Scott Woods offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Scott Woods holds Series 7, 8, 9, 10, 63, and 65 licenses. Scott Woods is a trusted advisor to individuals and families who are seeking to achieve their financial goals. Scott Woods has a strong commitment to providing clients with personalized service and advice. Scott Woods is dedicated to helping clients develop a comprehensive financial plan that meets their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
10/31/2016 - Present
Robert W. Baird & Co. Inc. (Siesta Key FL)
CO
01/01/2008 - 01/24/2012
WELLS FARGO ADVISORS, LLC (DURANGO CO)
FL
11/24/1982 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
IA
Issued 11/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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