Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lynn Wood is a financial advisor who has been in the industry since 1995. She is currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, Indiana and is licensed in Utah. Prior to joining Lincoln Financial Distributors, Inc., Michelle Wood was registered with Lincoln Financial Advisors Corporation, LPL Financial LLC, Transamerica Investors Securities Corporation, and Charles Schwab & Co., Inc.. Michelle Wood has a wide range of experience in the financial services industry, including investment advisory, brokerage, and insurance. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
01/07/2019 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MI
11/02/2018 - 12/26/2018
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
IN
04/09/2017 - 10/23/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MI
10/08/2014 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (LIVONIA MI)
MI
05/09/2013 - 09/24/2013
CHARLES SCHWAB & CO., INC. (NOVI MI)
MI
11/01/2001 - 04/29/2013
TRANSAMERICA INVESTORS SECURITIES CORPORATION (LIVONIA MI)
ME
04/07/2000 - 04/17/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
05/12/1993 - 03/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
02/04/1993 - 05/03/1993
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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