Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon P. Wood is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Devon has been in the financial industry since 2001 and holds the Series 6, 63, and 65 licenses. Devon is also a registered investment advisor in Utah. Devon has a strong background in financial planning and investment management. Devon's experience and expertise can help 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
UT
03/22/2011 - Present
Northwestern Mutual Investment Services, LLC (SALT LAKE CTY UT)
IA
Issued 03/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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