Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wood is a registered representative with Truist Advisory Services, Inc., located in Nashville, TN. Michael has been in the industry for over 15 years and holds a Series 7TO, Series 66, and SIE license. Michael specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations and other businesses. Michael is also registered with the state of Tennessee.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
07/18/2022 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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