Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Woodward is an investment advisor representative registered with UMB Financial Services, Inc. Thomas has been in the securities industry for 14 years. Thomas's previous employer was RBC CAPITAL MARKETS, LLC. Thomas is also a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
04/19/2023 - Present
UMB Financial Services, Inc. (Leawood KS)
KS
10/25/2012 - 05/09/2017
RBC CAPITAL MARKETS, LLC (LEAWOOD KS)
KS
10/23/2009 - 10/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
02/10/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
MO
11/12/2002 - 02/14/2006
EDWARD JONES (KANSAS CITY MO)
IA
Issued 02/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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