Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Wood is a financial advisor with Ameriprise Financial Services, LLC, working with clients in Wilmington, DE. Nancy has over 13 years of experience in the industry, and is licensed in the state of Delaware. Nancy has a Series 66, Series 7, and SIE license and focuses on providing asset allocation services, financial planning, and other investment-related services to individuals, trusts, and estates, corporations, businesses, and other institutions.
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.
Asset allocation services
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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DE
02/02/2023 - Present
Ameriprise Financial Services, LLC (WILMINGTON DE)
DE
01/12/2011 - 01/13/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WILMINGTON DE)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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