Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid R. Wood is a financial advisor with over 11 years of experience in the industry. David is currently registered with World Investment Advisors, LLC in Westborough, Massachusetts. David has previously worked with Raymond James Financial Services, Inc. and MFS Fund Distributors, Inc.. David is a licensed investment advisor representative, and holds Series 7TO, SIE, and Series 6 licenses. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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
MA
07/03/2024 - Present
World Investment Advisors, LLC (Westborough MA)
MA
05/10/2022 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
MA
10/22/2012 - 05/20/2022
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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