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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priya? Claim Your ProfilePriya Michelle Wood is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Priya is licensed to provide investment advice in Connecticut and Texas and has been working in the industry since November 2021. Priya earned the Series 63, Series 66, Series 7TO, and SIE licenses. Priya's previous experience was with Charles Schwab & Co., Inc., where she worked from 2020 to 2022. Priya is able to provide financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Priya is based in Fairfield, Connecticut.
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.
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.
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
CT
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
IN
11/05/2021 - 10/19/2022
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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