Unclaimed
David Wood is a financial professional with over 15 years of experience in the industry. David is registered with Lincoln Financial Distributors, Inc. and is licensed in North Carolina. David holds the Series 6, 63, and 26 securities licenses. David specializes in investment company products and variable contracts.
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.
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.
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2
NC
07/25/2007 - Present
Lincoln Financial Distributors, Inc. (GREENSBORO NC)
BC
Issued 08/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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