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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 Wood is an investment advisor representative with AMI Asset Management Corp. in LOS ANGELES, CA. Andrew Wood has been in the industry for 10 years and is registered in CA to provide investment advisory services. Andrew Wood has passed the Series 7, Series 52, Series 63 and Series 65 exams and the SIE. Andrew Wood previously worked at MORGAN STANLEY in BEVERLY HILLS, CA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model based programs
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.
A percentage of the total value of assets under management is charged.
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CA
04/18/2024 - Present
AMI Asset Management Corp. (LOS ANGELES CA)
CA
07/25/2014 - 04/09/2024
MORGAN STANLEY (Beverly Hills CA)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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