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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wood has been in the financial services industry since 1998. Edward currently works with Cornerstone Wealth, a firm based in Huntersville, NC. Edward is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in retirement planning, investment planning, and wealth management. Edward has a strong commitment to helping 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.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
01/01/2025 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
SC
10/13/2011 - 11/08/2017
LPL FINANCIAL LLC (LEXINGTON SC)
NC
09/08/2006 - 10/12/2011
NFP SECURITIES, INC. (CHARLOTTE NC)
NC
01/03/2005 - 06/09/2006
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/16/2004 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
IN
07/16/2001 - 05/06/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
10/16/1997 - 08/01/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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