Unclaimed
Angela Jaclynn Wood is an Investment Advisor Representative with Cetera Investment Advisers LLC. Angela has been in the financial services industry since 2001, and has experience at several firms including VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL PARTNERS, INC. Angela is registered in Texas and holds the Series 7, Series 24, Series 63 and Series 65 licenses.
MIDLOTHIAN, TX
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.
1
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 7/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/9/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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