Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanda? Claim Your ProfileWanda Ware Woodard is a financial advisor with Voya Financial Advisors, Inc. Wanda is a licensed professional in the state of Connecticut, where she has been working in the financial services industry since March 1999. Wanda has held positions with several well-known companies including Prudential Investment Management Services LLC and USI Securities, Inc. Wanda holds Series 6 and Series 63 licenses, as well as the SIE exam.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/28/2018 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
10/15/2012 - 01/23/2018
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Hartford CT)
CT
09/02/2010 - 09/12/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
02/08/2007 - 01/26/2009
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
10/31/2002 - 01/22/2007
USI SECURITIES, INC. (GLASTONBURY CT)
CT
01/10/1995 - 07/14/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 03/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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