Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Wood is a financial advisor with Sanctuary Advisors, LLC. Maria has been in the financial industry since August 17, 2013, and has a broad range of experience working with individuals, businesses, and institutions. Her expertise includes financial planning, pension consulting, portfolio management, and selection of other advisors. Maria is currently registered as an Investment Advisor Representative in Colorado and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
CO
08/01/2023 - Present
Sanctuary Advisors, LLC (GLEN HAVEN CO)
NY
05/04/2022 - 12/12/2022
TITAN GLOBAL TECHNOLOGIES LLC (NEW YORK NY)
CO
05/13/2020 - 04/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
10/18/2018 - 04/25/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
09/07/2017 - 08/31/2018
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
12/05/2016 - 08/07/2017
TRANSAMERICA CAPITAL, INC. (DENVER CO)
OH
05/11/2010 - 08/04/2011
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
03/11/2009 - 05/27/2010
PROEQUITIES, INC. (CINCINNATI OH)
OH
01/11/2008 - 01/02/2009
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
KY
12/11/2006 - 03/09/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IA
Issued 07/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maria Wood is the right advisor for you? Invested Better is here to help.
