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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jonathan Wood is a financial advisor at Cetera Investment Advisers LLC. David has been in the industry since 1997 and has extensive experience in financial planning, portfolio management, and retirement planning. David is committed to providing personalized financial advice and helping clients reach their financial goals. David is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in several states.
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
OH
04/01/2019 - Present
Cetera Investment Advisers LLC (LOVELAND OH)
VA
02/20/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MO
03/04/1997 - 09/29/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 4/9/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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