Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stephen Wood is a financial advisor with over 28 years of experience in the industry. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 52 states and 2 jurisdictions. Paul has extensive experience in providing financial planning, portfolio management and pension consulting services. In addition to his current role, Paul also has experience with previous firms including Raymond James & Associates, Inc., Investacorp, Inc., and First Investors Corporation. Paul has several designations and holds multiple licenses. He is also the owner of multiple business support companies and is actively involved in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/25/2016 - Present
Raymond James Financial Services Advisors, Inc. (ORLANDO FL)
FL
12/15/2000 - 05/04/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
12/08/1995 - 12/18/2000
INVESTACORP, INC. (MIAMI FL)
NJ
10/14/1994 - 12/13/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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