Unclaimed
Ronald Allen Wood is a financial advisor with over 22 years of experience. Ronald Wood is registered with Synovus Securities, Inc. Ronald has been with Synovus Securities, Inc. since 2002. Prior to that, Ronald was employed by AMSOUTH INVESTMENT SERVICES, INC. from 2001 to 2002. Ronald Wood also worked for PFS INVESTMENTS INC. from 1991 to 1992. Ronald holds the Series 6, Series 7, Series 63 and Series 66 licenses. Ronald Wood is a Certified Financial Planner.
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.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
11/22/2024 - Present
Synovus Securities, Inc. (HUNTSVILLE AL)
AL
03/27/2001 - 01/30/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NA
10/21/1991 - 10/06/1992
PFS INVESTMENTS INC.
BOTH
Issued 05/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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