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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Wood is an investment advisor representative who has been in the financial services industry since December 1994. He currently works with Global Retirement Partners LLC and has been registered with them since October 2022. Prior to that, Roderick Wood has been registered with The Leaders Group, Inc., The Huntington Investment Company and Princor Financial Services Corporation. He has a wide range of experience in the financial services industry and holds multiple licenses and certifications. Roderick Wood's current registration includes Indiana, Kentucky, Michigan and Ohio. Roderick Wood specializes in retirement planning, financial planning, and portfolio management. He works with a variety of clients including high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
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
CA
10/28/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CO
07/31/2014 - 09/08/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
OH
08/05/2011 - 08/08/2014
THE HUNTINGTON INVESTMENT COMPANY (FINDLAY OH)
OH
07/17/1996 - 08/01/2011
PRINCOR FINANCIAL SERVICES CORPORATION (FINDLAY OH)
CO
11/25/1992 - 06/28/1994
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 09/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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