Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael T. Wood is an investment advisor representative registered with D.a. Davidson & Co. in the state of Virginia. Michael is a licensed securities professional with a strong track record of success in the financial services industry. Michael has held previous positions at Truist Investment Services, Inc. and BB&T Securities, LLC, and has experience providing financial advice to individuals, businesses and institutions. Michael is committed to building long-lasting relationships with clients by providing them with personalized financial advice and guidance. Michael offers a variety of financial services, including financial planning, portfolio management, and investment advice. Michael is a graduate of Bluefield College.
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.
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VA
01/18/2023 - Present
D.a. Davidson & Co. (Bluefield VA)
VA
02/17/2021 - 01/23/2023
TRUIST INVESTMENT SERVICES, INC. (BLUEFIELD VA)
VA
12/13/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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