Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Woodward is a registered investment advisor representative with Sanctuary Advisors, LLC, an independent firm. William is also registered as an investment advisor representative in Indiana. William has been in the financial services industry since 1984 and is currently registered with Sanctuary Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and City Securities Corporation. William specializes in providing financial planning, pension consulting and portfolio management for businesses and individuals. William has a long history of providing financial advice to individuals and families and has extensive experience working with clients of all ages and backgrounds. William is a strong advocate for his clients and is committed to helping them achieve their financial goals.
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.
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
08/11/2015 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IN
06/23/1986 - 02/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
NA
06/20/1984 - 06/11/1986
CITY SECURITIES CORPORATION
BC
Issued 06/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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