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 registered investment advisor representative with Beacon Pointe Advisors, LLC. Andrew has been in the industry for 10 years and is registered with the state of Arizona. Andrew has been with Beacon Pointe Advisors, LLC since March 2022. Previously Andrew was with CHARLES SCHWAB & CO., INC. in Phoenix, Arizona.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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AZ
09/22/2022 - Present
Beacon Pointe Advisors, LLC (Scottsdale AZ)
AZ
11/27/2013 - 03/23/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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