Invested Better
Unclaimed

Unclaimed

Unclaimed

John Wallace Wood

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Wallace Wood

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..

Firm Information

John Wood is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Wood’s Registration & Firm History

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)

Not sure if John Wallace Wood is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Wallace Wood.
Not sure if John Wallace Wood is right for you?