Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ. Lawrence Wood is a financial advisor currently registered with United Planners' Financial Services Of America A Limited Partner. Wood has been in the financial services industry since 1983 and has held previous positions with SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEAN WITTER REYNOLDS INC.. Wood is licensed to provide financial services in California, Florida, Georgia, and Oregon. Wood specializes in financial planning, pension consulting, and portfolio management for individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
01/26/2017 - Present
United Planners' Financial Services OF America A Limited Partner (NAPA CA)
CA
05/13/2016 - 02/03/2017
SIGNATOR INVESTORS, INC. (Vacaville CA)
CA
06/03/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NAPA CA)
CA
03/30/2009 - 03/11/2014
WELLS FARGO ADVISORS, LLC (NAPA CA)
CA
06/01/1993 - 03/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
NY
11/27/1984 - 06/04/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/24/1983 - 10/30/1984
E. F. HUTTON & COMPANY INC
BC
Issued 07/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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