Unclaimed
Nelson Kenneth Wood is a registered Investment Advisor Representative with Eagle Strategies LLC. Nelson has been in the financial services industry since June 4, 2004. Nelson is registered to offer advisory services in Texas. Nelson is also a registered representative with Eagle Strategies LLC. He is licensed to offer securities products and services through Eagle Strategies LLC. In addition, Nelson operates his own firm, Wood Legacy Group, LLC, which specializes in insurance products and services. Nelson has a strong background in the financial services industry, with a focus on serving the needs of individuals, businesses, and charitable organizations.
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.
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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2
TX
02/06/2023 - Present
Eagle Strategies LLC (Dallas TX)
IA
Issued 2/3/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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