Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Woods is a registered investment advisor with over 24 years of experience in the industry. Timothy Woods is currently registered with Raymond James & Associates, Inc. and is also a licensed broker in several states. Prior to joining Raymond James & Associates, Inc., Timothy Woods worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy Woods's specializations include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Timothy Woods is also an active member of the community and is involved in various charitable organizations.
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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
05/16/2022 - Present
Raymond James & Associates, Inc. (Lake Charles LA)
LA
09/29/1998 - 05/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE CHARLES LA)
BOTH
Issued 10/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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