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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Lincoln Wood is a registered Investment Advisor Representative with First Trust Advisors LP. Fred Lincoln Wood has been in the industry since 2004 and is licensed in Illinois. Fred Lincoln Wood is also a registered representative. Fred Lincoln Wood has passed the Series 6, 7, 63, and 65 exams, and the Securities Industry Essentials Examination. First Trust Advisors LP is a financial services firm headquartered in Wheaton, Illinois. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers publication of periodicals and selection of other advisers. First Trust Advisors LP has regulatory assets under management of $210,879,000,000, of which $153,984,000,000 is discretionary.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
01/13/2014 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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