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PW

Phyllis A. Woods

FERRETTI GROUP
NAPLES, FL
Some features on this profile are disabled
CRD#: 1870528
PW

Professional summary


Phyllis A. Woods, who also goes by Phyllis Arena, Phyllis Arena Woods, Phyllis Woods, is a registered financial professional currently at FERRETTI GROUP, INC. located in Naples, Florida.

Phyllis is registered as a RR (Registered Representative) and started their career in finance in 1998. Phyllis has worked at 3 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 19, Series 55, Series 7, Series 25, Series 15, Series 4, Series 14, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phyllis Arena | Phyllis Arena Woods | Phyllis Woods

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Phyllis A. Woods's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 20, 2010 - Present

FERRETTI GROUP, INC.

BD
CRD#: 47768
NAPLES, FL
Past

August 25, 2005 - August 18, 2011

WORLD-XECUTION STRATEGIES

BD
CRD#: 134645
NEW YORK, NY
Past

October 1, 2000 - June 14, 2010

FERRETTI GROUP, INC.

BD
CRD#: 47768
NEW YORK, NY
Past

August 4, 1998 - August 20, 1999

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/10/2023)
RR
Colorado
(3/21/2011)
RR
Connecticut
(3/29/2011)
RR
Florida
(10/12/2017)
RR
Massachusetts
(3/23/2011)
RR
New Jersey
(8/23/2011)
RR
New York
(10/12/2010)
RR
Wisconsin
(3/29/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 8/31/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 19
Date: 6/21/2018
NYSE Floor Clerk - Equities Examination
General Industry/Product Exam
RR
Series 55
Date: 7/2/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 10/21/1999
NYSE Trading Assistant Examination
General Industry/Product Exam
RR
Series 15
Date: 7/29/1988
Foreign Currency Options Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 12/10/2005
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm


FG
FERRETTI GROUP, INC.
FERRETTI GROUP, INC. | STEPHEN M. FERRETTI, INC.

CRD#: 47768 / SEC#: , 8-51895

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Mailing Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Phone number
(212) 306-8963
Established
New York since 06/08/1999
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FERRETTI, MICHELE MARIESHAREHOLDER/VP/SECRETARY4620857
WOODS, PHYLLIS A.CEO, PRESIDENT CCO, GENERAL SECURITIES PRINCIPAL & SHAREHOLDER1870528
FERRETTI, STEPHEN MICHAELGENERAL SECURITIES PRINCIPAL, TREASURER & SHAREHOLDER2093923
FITZGERALD, HEATHER MARIEFINOP/PFO/POO4427665

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FERRETTI GROUP, INC.

CRD#: 47768Naples, FL

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