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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Alise Wood is a financial advisor with Commonwealth Financial Network, a registered investment advisor, with over 28 years of experience in the financial industry. Marilyn has served as a financial advisor since 1995, and is also involved with Winslow Wood & Associates, LLC. Marilyn is a registered representative of Commonwealth Financial Network, a Registered Investment Advisor, and has a strong background in financial planning, portfolio management, and securities. Marilyn is a registered investment advisor in New Mexico, and holds a Series 7, Series 24, Series 51, Series 52TO, and Series 63. She is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NM
08/01/2017 - Present
Commonwealth Financial Network (Albuquerque NM)
NM
05/15/2008 - 08/03/2017
INVEST FINANCIAL CORPORATION (ALBUQUERQUE NM)
NM
01/31/1995 - 05/15/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ALBUQUERQUE NM)
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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