Unclaimed
Marshall S. Wood is a financial advisor with Northwestern Mutual Investment Services, LLC. Marshall has been in the industry since 2003. Marshall is registered with the state of South Carolina and is Series 6 and Series 63 licensed. Marshall also holds the SIE exam. Northwestern Mutual Investment Services, LLC has been in business for many years and provides investment research, referrals to other advisors, and investment management for individuals, families, and businesses.
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
1
2
SC
09/01/2003 - Present
Northwestern Mutual Investment Services, LLC (Mt Pleasant SC)
BC
Issued 09/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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