Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marcel Wood is a financial professional with over 30 years of experience in the industry. Robert is a Registered Representative and Investment Advisor Representative with SPC. Robert has held previous positions with NEXT FINANCIAL GROUP, INC. and MUTUAL SERVICE CORPORATION. Robert is also a Chartered Financial Consultant. Robert offers investment advisory services, financial planning, pension consulting, and educational seminars. Robert is licensed to practice in 19 states.
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.
Consultation services
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.
Seminar attendance fees
1
2
FL
10/31/2017 - Present
SPC (Lutz FL)
FL
04/29/2009 - 10/26/2017
NEXT FINANCIAL GROUP, INC. (LUTZ FL)
FL
09/15/1995 - 04/29/2009
MUTUAL SERVICE CORPORATION (LUTZ FL)
MA
05/21/1992 - 08/05/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/21/1992 - 10/10/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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