Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Wood has been in the financial services industry since 1993. David is currently a registered representative with Osaic Advisory Services, LLC. David is a Chartered Financial Consultant. Previously, David worked for Securities America, Inc., FSC Securities Corporation, Lincoln Financial Securities Corporation, Jefferson-Pilot Investor Services, Inc., and Marketing One Securities, Inc. David has a broad range of experience in financial planning and portfolio management, and has worked with individuals, families, and businesses. David is committed to providing his clients with personalized service 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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
KY
12/12/2018 - 06/14/2024
SECURITIES AMERICA, INC. (FRANKFORT KY)
KY
08/15/2017 - 12/20/2018
FSC SECURITIES CORPORATION (FRANKFORT KY)
KY
10/01/1997 - 08/23/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (FRANKFORT KY)
IN
06/22/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
OR
08/09/1993 - 04/25/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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