Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Wood is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. James has over 10 years of experience in the financial services industry. James holds a Series 66 license and a Series 7 license. James has a strong track record of providing clients with personalized financial advice and investment management services. James works with a variety of clients, including individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
12/14/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)
PA
08/03/2016 - 11/24/2017
TD AMERITRADE, INC. (PITTSBURGH PA)
PA
05/01/2014 - 06/22/2015
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 07/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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