Unclaimed
John Wallace Wood is a financial professional with over 24 years of experience in the industry. John is currently registered with Lincoln Financial Distributors, Inc. in Radnor, PA. John has been in the industry since April 1999. John has a Series 63, Series 65, Series 7, and Series 6TO license. John has previously worked for John Hancock Distributors LLC and Scudder Distributors, Inc..
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.
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.
1
2
PA
02/13/2024 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
MA
11/23/2004 - 12/05/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IL
04/06/2000 - 07/19/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NJ
08/27/1998 - 02/14/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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