Unclaimed
Philip Anderson Wood is a Registered Representative at PFS Investments Inc. located in Ashland, VA. Philip has been in the industry since May 2004 and has passed the Series 6, Series 63, and SIE exams. Philip's current registration is with the state of Virginia and is active.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
05/27/2004 - Present
PFS Investments Inc. (ASHLAND VA)
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Wood is the right advisor for you? Invested Better is here to help.