Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Woodard is a financial advisor at Eagle Strategies LLC, a firm based in Albany, NY. Stephen has been a registered representative for over 17 years and has a wide range of experience in the financial services industry. Stephen is also a Certified Financial Planner and a Chartered Financial Consultant. Stephen helps individuals and families with financial planning and investment management. Stephen has a commitment to providing clients with personalized financial advice and guidance.
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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NY
08/03/2021 - Present
Eagle Strategies LLC (ALBANY NY)
NY
08/26/2010 - 05/11/2011
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
12/23/2008 - 07/16/2010
NYLIFE SECURITIES LLC (LATHAM NY)
NY
08/10/2004 - 07/09/2008
METLIFE SECURITIES INC. (GLENS FALLS NY)
NY
08/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENNS FALLS NY)
BC
Issued 5/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/9/2008
Series 7 - General Securities Representative Examination
BC
Issued 8/9/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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