Unclaimed
Michael Wood has been in the securities industry since February 1994. Michael currently is a Registered Representative at Oppenheimer & Co. Inc. with registrations in Florida, Massachusetts, and New Hampshire. Michael also has a Series 63, Series 66, and Series 7 license. Previously, Michael worked at FECHTOR, DETWILER & CO., INC. from February 1994 to October 2002. Michael is registered to provide securities advice in 16 states. Michael is also registered to provide investment advisory services in Florida, Massachusetts, and New Hampshire.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/21/2007 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
MA
02/15/1994 - 10/16/2002
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
BOTH
Issued 02/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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