Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Wood is a financial advisor in Birmingham, AL. Leslie is registered with Northwestern Mutual Investment Services, LLC and has been in the industry since February 2004. Leslie holds Series 6, 7, 63, and 66 licenses. Leslie is also a licensed insurance agent in several states and may earn commissions from insurance companies for the sale of non-variable life, health, annuity and/or disability income insurance products. In addition to her role with Northwestern Mutual, Leslie is also a partner with Todd Organization Producers, a company that specializes in BOLI/COLI prospecting and sales.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
AL
01/09/2012 - Present
Northwestern Mutual Investment Services, LLC (BIRMINGHAM AL)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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