Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Woodward? Claim Your ProfileWoodward Town Odiorne is a financial professional with over 30 years of experience in the industry. Woodward is currently registered as an Investment Advisor Representative with Ellis Investment Partners, LLC and has held a Series 1 and Series 63 license. Woodward has been associated with Ellis Investment Partners, LLC since March 2012. Prior to joining Ellis Investment Partners, LLC, Woodward was with Comprehensive Asset Management and Servicing, Inc. and Equity Services, Inc., in Wayne, PA, and Aetna Life Insurance and Annuity Company. Woodward has also been associated with Cigna Securities, Inc., in the past. Woodward is a Chartered Financial Consultant and provides financial planning, consulting services, and portfolio management for individuals, businesses and charitable organizations. Woodward's primary office location is in Berwyn, PA.
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.
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.
Consulting services
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
PA
04/04/2013 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
04/26/2010 - 04/02/2012
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WAYNE PA)
PA
04/17/1985 - 05/04/2010
EQUITY SERVICES, INC. (WAYNE PA)
NA
10/01/1985 - 01/18/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
07/02/1984 - 04/19/1985
CIGNA SECURITIES, INC.
NA
10/16/1967 - 03/21/1984
CIGNA SECURITIES, INC.
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1967
Series 1 - Registered Representative Examination
Active
Inactive
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