Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theophilous? Claim Your ProfileTheophilous Woods has been a financial professional since 1981. Woods is a registered representative of International Assets Investment Management, LLC, and an investment adviser representative of International Assets Advisory, LLC. Woods has a strong background in financial services, having worked for various firms over the years. Woods holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Woods specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
1
2
OH
03/24/2020 - Present
International Assets Investment Management, LLC (AKRON OH)
OH
09/13/2012 - 03/23/2020
PROSPERA FINANCIAL SERVICES, INC. (AKRON OH)
OH
09/08/2009 - 09/25/2012
LPL FINANCIAL LLC (AKRON OH)
OH
05/11/1984 - 09/08/2009
MUTUAL SERVICE CORPORATION (AKRON OH)
NA
12/16/1983 - 05/07/1984
CIGNA SECURITIES, INC.
NA
03/06/1981 - 12/21/1981
CG EQUITY SALES COMPANY
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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