Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wood is a financial advisor with Covenant Partners, LLC. He is a registered investment advisor and a Chartered Financial Analyst. Andrew has been in the financial services industry since 2015. He has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and U.S. Trust Bank of America Private Wealth Management. Andrew provides financial planning and portfolio management services to high-net-worth individuals and families. Andrew specializes in tax planning, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fiscal counsel
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.
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TN
04/28/2022 - Present
Covenant Partners, LLC (NASHVILLE TN)
TN
04/24/2019 - 10/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
BOTH
Issued 06/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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