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Home > Financial Services > Stock Brokers > Woodbury Financial Services,Inc.
Woodbury Financial Services,Inc.
Woodbury Financial Services, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The firm specializes in providing local sales support, a broad portfolio of competitive products, comprehensive, compensation, marketing support industry-leading technologies and a wide range of brokerage services, while maintaining your independence. In life insurance service Woodbury Financial Services Inc.believes that life insurance is a critical component of any financial strategy. That's why they offer a wide selection of life insurance products to meet your clients' needs, no matter what stage of life they are in. Their life insurance product offerings include over 30 life insurance carriers and over 100 different life insurance products.
In Brokerage servicesWoodbury Financial Services Inc.provides Retirements products, online trading in stocks, bonds, mutual funds, and variable annuities ,online access to quotes, forms, research, transaction history, client statements, and more ,managed account programs, checking and cash management accounts, instant fund transfer from checking accounts to brokerage accounts, sophisticated portfolio evaluation service with monthly and quarterly statements ,no transaction fee program for purchasing mutual funds and annuity products,procash accounts for money fund sweeps ,and investment research.
In Privately managed accounts Woodbury Financial Services, Inc offers a variety of privately managed accounts that are designed primarily for high net worth individuals. These solutions are similar to mutual fund wrap accounts except the private managers purchase the underlying investments, which can include stocks and bonds. The firm is a full-service broker or dealer that provides sales support, services and products to keep you ahead of your competition and in front of your clients.
With the past performance of the company in mind and the expertise and dedication of the management and staff the company is expected go to far greater heights in the near future.
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