Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mackie Woods is an active investment advisor representative with Stirlingshire Investments, Inc. Steven has been in the industry since 2011 and has a wide range of experience. Steven has experience in various areas, including financial planning, educational seminars, and selection of other advisors. Steven has Series 66, Series 63, Series 24, Series 99TO, Series 79TO, SIE, and Series 7 licenses. Steven is registered in 54 states and is a registered Investment Advisor Representative in New York.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/27/2023 - Present
Stirlingshire Investments (NEW YORK NY)
NY
07/31/2017 - 02/19/2021
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
NY
12/26/2013 - 07/18/2017
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
NY
10/03/2012 - 12/23/2013
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
08/13/2012 - 10/03/2012
BUCKMAN, BUCKMAN & REID, INC. (NEW YORK NY)
NY
11/12/2009 - 08/14/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 09/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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