Woodlands Securities Corporation, Member FINRA & SIPC

www.woodlandssecurities.com

10655 Six Pines Drive, Ste. 100 The Woodlands, TX 77380 Member FINRA and SIPC We are two independent financial service companies who have built lasting client relationships and grown our business with their referrals. Formed by local businessman, Morris Monroe, he grew up in this area and graduated from Conroe High School and Sam Houston State University. He lives in The Woodlands with his wife and family and is active in the community. Woodlands Securities Corporation, (WSC), member FINRA and SIPC, was formed in 1986 and is a fully disclosed broker/dealer with experienced financial consultants handling your transaction based accounts. Counted among our representatives you will find Registered Investment Advisor agents, Chartered Life Underwriters, Insurance agents as well as seasoned stock and bond brokers. With personalized service as the foundation of our company, we strive to build lasting client relationships. Woodlands Asset Management, Inc. (WAMI) is a registered investment advisory firm providing its clientele with a professionally managed, diversified portfolio. We strive to give you a convenient and affordable way to maintain a long-term investment service, systematically allocating investment dollars across a combination of carefully screened mutual funds and other investments. With further diversification across a variety of asset classes and portfolio managers and periodic adjustments in response to changing market conditions, we believe we provide a methodical process for asset management for today`s investor.

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10655 Six Pines Drive, Ste. 100 The Woodlands, TX 77380 Member FINRA and SIPC We are two independent financial service companies who have built lasting client relationships and grown our business with their referrals. Formed by local businessman, Morris Monroe, he grew up in this area and graduated from Conroe High School and Sam Houston State University. He lives in The Woodlands with his wife and family and is active in the community. Woodlands Securities Corporation, (WSC), member FINRA and SIPC, was formed in 1986 and is a fully disclosed broker/dealer with experienced financial consultants handling your transaction based accounts. Counted among our representatives you will find Registered Investment Advisor agents, Chartered Life Underwriters, Insurance agents as well as seasoned stock and bond brokers. With personalized service as the foundation of our company, we strive to build lasting client relationships. Woodlands Asset Management, Inc. (WAMI) is a registered investment advisory firm providing its clientele with a professionally managed, diversified portfolio. We strive to give you a convenient and affordable way to maintain a long-term investment service, systematically allocating investment dollars across a combination of carefully screened mutual funds and other investments. With further diversification across a variety of asset classes and portfolio managers and periodic adjustments in response to changing market conditions, we believe we provide a methodical process for asset management for today`s investor.

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Country

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State

Texas

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City (Headquarters)

The Woodlands

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Employees

11-50

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Founded

1986

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , Corporate Investment Banking and Merchant Banking

    Email ****** @****.com
    Phone (***) ****-****
  • Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Trader

    Email ****** @****.com
    Phone (***) ****-****

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