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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Woodley is an investment advisor representative with Sageview Advisory Group, LLC. Steven has been in the financial services industry since 1995 and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and corporations. Steven is also a registered investment advisor in Minnesota.
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.
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
CA
11/09/2021 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MN
02/21/2017 - 12/31/2017
TRIAD ADVISORS, INC. (Golden Valley MN)
MN
12/01/2011 - 03/02/2017
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
05/03/1999 - 12/01/2011
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
NY
07/13/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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