Unclaimed
Angela Jaclynn Wood is a financial advisor at Cetera Investment Advisers LLC. Angela has been in the financial industry for over 20 years and is registered to provide investment advice in Texas. She has experience working with a variety of clients, including individuals, corporations, and pension plans. Angela is dedicated to providing her clients with personalized financial advice and helping them achieve 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.
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.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN TX)
TX
06/06/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDLOTHIAN TX)
VA
06/22/2006 - 10/09/2007
ING FINANCIAL PARTNERS, INC. (VIENNA VA)
GA
12/14/2004 - 05/22/2006
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
09/29/2003 - 12/13/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CT
04/26/2001 - 09/11/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 07/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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