Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Wood is a financial advisor who is registered with Commonwealth Financial Network and has been in the industry since 1997. Rachel has a wide range of experience, having previously worked at MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Security First Financial, Inc. Rachel holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Rachel is a highly experienced financial advisor offering a variety of services including financial planning, educational seminars, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
WV
07/27/2020 - Present
Commonwealth Financial Network (Morgantown WV)
WV
03/25/2017 - 08/04/2020
MML INVESTORS SERVICES, LLC (MORGANTOWN WV)
WV
11/17/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MORGANTOWN WV)
WV
11/17/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MORGANTOWN WV)
CA
09/03/1997 - 11/20/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 09/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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