Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Wood is a financial advisor located in Alpharetta, GA. Amelia is registered with Purshe Kaplan Sterling Investments and has been in the industry since September 2003. Amelia has passed the Series 7, Series 24, Series 63 and SIE exams. Amelia has been a registered representative with LPL FINANCIAL LLC since December 2010 and was previously employed with SECURITIES AMERICA, INC.
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.
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.
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GA
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Alpharetta GA)
GA
12/06/2010 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
09/03/2003 - 12/07/2010
SECURITIES AMERICA, INC. (ALPHARETTA GA)
BC
Issued 10/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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