Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Neil Wood is a financial advisor with over 20 years of experience in the financial services industry. Robert currently works at Nuveen Asset Management, LLC and has been registered with the firm since April 2016. Robert previously worked at TEACHERS PERSONAL INVESTORS SERVICES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and EVERGREEN INVESTMENT SERVICES, INC. Robert is registered with the state of Illinois.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/21/2016 - Present
Nuveen Asset Management, LLC (Chicago IL)
NC
04/25/2014 - 03/21/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NC
12/19/2011 - 04/25/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/26/2010 - 12/02/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
10/25/2001 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Wood is the right advisor for you? Invested Better is here to help.
