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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Wood is a registered investment advisor representative with Cetera Investment Advisers LLC. Adam has been in the industry since August 4, 2009. Adam holds the Series 66, Series 7 and SIE securities licenses and is registered with the state of Mississippi. Previously, Adam worked at Hancock Whitney Investment Services Inc. from March 23, 2011, to August 10, 2022, and Wells Fargo Advisors, LLC from July 24, 2009, to March 10, 2011. Adam is currently registered in 17 states and has been registered in 17 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MS
08/10/2022 - Present
Cetera Investment Advisers LLC (GULFPORT MS)
MS
03/23/2011 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
MS
07/24/2009 - 03/10/2011
WELLS FARGO ADVISORS, LLC (GULFPORT MS)
BOTH
Issued 8/7/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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