Timeka Woods (CRD# 4350393) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 23 years of experience in the finance industry.
CRD# 6053832
Voya Financial Advisors, Inc.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 5480573
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Beachwood, OH | Jul 2018 - Current | 6 |
| Primerica Financial Services | Beachwood, OH | Apr 1999 - Current | 25 |
| E.f. Boyd & Son Funeral Home | Warrensville Hgts., OH | Jan 1999 - Current | 25 |
| E.f. Boyd & Son Funeral Home | Cleveland, OH | Jan 1999 - May 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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