Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Woodyawan? Claim Your ProfileWoodyawan Soemantoro is a financial advisor with Realta Equities, Inc. Woodyawan is a Series 7 and Series 63 licensed representative. Woodyawan has been in the industry since 1999. He is a registered representative in California and Pennsylvania. Woodyawan has previously worked with firms such as CABIN SECURITIES, INC., COASTAL EQUITIES, INC., ARETE WEALTH MANAGEMENT, LLC, and MDS SECURITIES, LLC.
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.
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.
1
2
PA
03/26/2024 - Present
Realta Equities, Inc. (Pittsburgh PA)
KS
06/02/2023 - 03/25/2024
CABIN SECURITIES, INC. (OVERLAND PARK KS)
PA
05/26/2022 - 06/07/2023
COASTAL EQUITIES, INC. (PITTSBURGH PA)
IL
07/25/2017 - 05/20/2022
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
PA
09/02/2015 - 06/30/2017
MDS SECURITIES, LLC (KITTANNING PA)
CA
06/10/2013 - 08/26/2015
EMERSON EQUITY LLC (SAN MATEO CA)
CO
06/23/2010 - 05/17/2011
HARRISON DOUGLAS, INC. (AURORA CO)
CA
02/24/2009 - 04/23/2010
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
CA
01/02/2008 - 12/31/2008
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
CA
05/02/2007 - 12/31/2007
SOUTH LAKE AVENUE SECURITIES CORPORATION (PASADENA CA)
CA
03/06/2007 - 05/01/2007
CENTURION INSTITUTIONAL SERVICES, INC. (ESCONDIDO CA)
GA
03/26/2003 - 01/24/2007
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
NY
08/07/1995 - 03/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/05/1994 - 10/20/1995
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
BC
Issued 01/21/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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