Zoe WoodsCRD Number: 7271858
Current Firm: Ameritas Advisory Services, LLC
Zoe Woods (CRD# 7271858) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Carmel, IN and has 1 year of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Ameritas Advisory Services, LLC||Lincoln, NE||Jan 2022 - Current||< 1|
|Ameritas Investment Company, LLC||Lincoln, NE||Jul 2021 - Current||< 1|
|University Of Dayton||Dayton, OH||Aug 2017 - Jun 2021||3|
|Carmel High School||Carmel, IN||Aug 2015 - Jun 2017||1|
|Clay Middle School||Carmel, IN||Aug 2013 - Jun 2015||1|
|Mohawk Trails Elementary School||Carmel, IN||Aug 2005 - Jun 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
|S63||Uniform Securities State Law Examination||Nov 2021|
Total Assets Under Management9,451MILLIONS
Total Number of Accounts32,295ACCOUNTS
Average Account Value$292,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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