Company Information

Get to know WilliamDavidWoods.com

William David Woods, a trading name for the Spanish-registered entity WDW Global Solutions S.L., presents itself as a specialized financial advisory and wealth management firm. The company's stated mission is to provide tailored financial solutions for the unique challenges faced by expatriates and international professionals, including retirement planning, investment management, and education fee planning. They emphasize a client-focused approach, aiming to build long-term strategies to help clients achieve their financial goals while living and working abroad.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WilliamDavidWoods.com

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.