Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Woodrow? Claim Your ProfileWoodrow Wilson Day is an active financial advisor with over 15 years of experience in the industry. Day is registered as a Registered Representative and Investment Advisor Representative in multiple states including Mississippi and Texas, and has earned several industry licenses, including Series 63, 65, 7, 9, and 10. Day is affiliated with Raymond James Financial Services Advisors, Inc., a large firm with a significant number of clients and assets under management. Day focuses on providing financial planning and investment management services to individuals, businesses, and institutions. Day is also a Certified Divorce Financial Analyst, helping clients navigate the financial aspects of divorce.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MS
11/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (MADISON MS)
BC
Issued 11/27/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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