Unclaimed
Keith Wood is a financial professional with over 20 years of experience in the industry. Keith is a Registered Representative and Investment Advisor Representative licensed to provide financial advice in Pennsylvania and Texas. Keith works with clients on a variety of financial planning and investment management needs.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/22/2023 - Present
Thrivent Investment Management Inc. (WILLIAMSPORT PA)
BOTH
Issued 04/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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