Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debora? Claim Your ProfileDebora Wood is an investment advisor representative at LPL Financial LLC, a firm based in Fort Mill, South Carolina. Debora has been an active financial professional since 1994 and has a wealth of experience in the industry. Debora has been registered with the state of Arizona since 2009 and is currently approved for both Broker-Dealer and Investment Advisor activities. Debora is a well-rounded advisor with expertise in various areas and services. Debora is dedicated to helping her clients 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/21/2009 - Present
LPL Financial LLC (TUCSON AZ)
AZ
04/02/2007 - 04/24/2009
MORGAN STANLEY & CO. INCORPORATED (TUCSON AZ)
AZ
09/22/2005 - 04/02/2007
MORGAN STANLEY DW INC. (TUCSON AZ)
NY
05/29/1997 - 08/24/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/06/1994 - 05/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Debora Wood is the right advisor for you? Invested Better is here to help.
