Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Woodward is an Investment Advisor Representative associated with Blend Wealth, with offices in Indianapolis, IN. Timothy holds a Series 65 license and is a Certified Financial Planner. Timothy's current registration status is APPROVED in Indiana and APPROVED_RES in Texas. Timothy has experience in the industry since 2012.
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.
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
IN
11/24/2023 - Present
Blend Wealth (INDIANAPOLIS IN)
IA
Issued 04/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Timothy Woodward is the right advisor for you? Invested Better is here to help.
