Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wood is a financial advisor with over 30 years of experience in the financial services industry. Edward is currently registered with MML Investors Services, LLC and has been with the firm since 2017. Edward has held previous positions with MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, VALIC Financial Advisors, Inc., Waddell & Reed, Inc., Copeland Equities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Edward specializes in a range of financial planning services, including retirement planning, investment management, and asset allocation. Edward is committed to providing his clients with personalized financial advice to help them 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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
03/25/2017 - Present
MML Investors Services, LLC (Dayton OH)
OH
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DAYTON OH)
OH
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AKRON OH)
NJ
12/19/2003 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
11/15/2002 - 01/09/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
KS
06/30/1999 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
08/30/1989 - 06/30/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
MN
10/19/1988 - 08/26/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1988 - 08/26/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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