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 active Registered Representative and Investment Advisor Representative, licensed in multiple states. Timothy is affiliated with Fidelity Personal And Workplace Advisors in Shrewsbury, MA. Timothy has worked in the financial industry since 2010. Before joining Fidelity, Timothy worked at Charles Schwab & Co., INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and John Hancock Funds, LLC.
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.
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
MA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY MA)
MA
11/28/2018 - 06/17/2020
CHARLES SCHWAB & CO., INC. (Chestnut Hill MA)
RI
01/29/2016 - 11/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
03/03/2011 - 01/04/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/09/2008 - 05/01/2009
NYLIFE SECURITIES LLC (WORCESTER MA)
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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