Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Aaron Wood is a financial advisor currently registered with Synovus Securities, Inc. Keith has over 20 years of experience in the financial services industry. Keith's areas of expertise include financial planning, portfolio management for businesses and individuals, and tax-related services. Keith is registered with the following securities regulators: Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, and Virginia. Keith also holds a Florida Mortgage License.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax related services, administrative services
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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FL
04/01/2019 - Present
Synovus Securities, Inc. (WINTER PARK FL)
FL
04/09/2015 - 04/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (Wintr Park FL)
FL
07/01/2003 - 04/10/2015
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
NY
11/22/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
05/19/2000 - 12/06/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 12/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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