Unclaimed
Rachael Wood is a financial professional with Northwestern Mutual Investment Services, LLC. Rachael has been in the industry since May 16, 2012 and is registered in New York and Pennsylvania. She has a Series 6, Series 26 and Series 63 license. Rachael's office is located at 34 Aspen Park Blvd in East Syracuse, New York.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
05/16/2012 - Present
Northwestern Mutual Investment Services, LLC (E SYRACUSE NY)
BC
Issued 08/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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