Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Houghton Wood is a financial advisor with over 30 years of experience in the industry. David has worked with Gateway Wealth Partners, LLC since 2022. Previously, David worked with National Planning Corporation and Washington Square Securities, Inc. David is a Registered Representative and Investment Advisor Representative with Series 7, Series 24, Series 31, Series 51, Series 63 and Series 65 licenses. David is also a Registered Principal with FINRA and has provided financial advice to a variety of clients including individuals, high-net-worth individuals, businesses, and charitable organizations. David provides financial planning, pension consulting, and portfolio management services through Gateway Wealth Partners, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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
WI
10/06/2022 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
CT
02/07/2003 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
07/26/1994 - 02/10/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
09/23/1992 - 07/28/1994
BUELL SECURITIES CORP. (GLASTONBURY CT)
MA
03/21/1989 - 10/05/1992
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
IA
Issued 07/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 04/23/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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