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 professional with over 17 years of experience in the industry. Stephen is currently registered with Eagle Strategies LLC. Stephen has been registered with this firm since September 2011. Prior to joining Eagle Strategies LLC, Stephen was registered with NYLIFE SECURITIES LLC and Mercer Allied Company, L.P. Stephen is a Certified Financial Planner and a Chartered Financial Consultant. Stephen has been a registered representative for more than 17 years. Stephen is currently registered with the following states: California, Connecticut, Florida, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Stephen specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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 05/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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