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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paul Wood is a registered investment advisor representative with Corecap Advisors, a firm with offices in Southfield, MI and Middletown, DE. Andrew has been in the financial services industry since 2006 and has experience in a variety of areas, including financial planning, portfolio management, and insurance. Andrew holds the Series 6, 7, 63 and 65 licenses and the SIE designation. Andrew has previously worked at CORECAP INVESTMENTS, LLC, PACER FINANCIAL, INC., and DIRECTED SERVICES LLC. Andrew is also an insurance agent with Dan White & Associates. Andrew is committed to providing clients with personalized financial advice and services to help them reach their financial goals.
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.
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.
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2
MI
12/22/2020 - Present
Corecap Advisors (SOUTHFIELD MI)
MI
08/18/2016 - 10/22/2020
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
PA
12/28/2015 - 05/27/2016
PACER FINANCIAL, INC. (PAOLI PA)
PA
10/31/2006 - 11/30/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 11/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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