Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadia? Claim Your ProfileSadia Jennifer Wood is a registered investment advisor with Synovus Securities, Inc. She has been active in the financial services industry since 2000 and has experience in several firms including BB&T Securities, LLC and BB&T Investment Services, Inc. Sadia is a Series 6, 7, and 63 and SIE licensed professional and has a Series 65 license as well. She is registered in Florida, New York, and Texas, and has a background in providing various financial services including financial planning, education seminars, portfolio management, and publications.
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.
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2
FL
11/01/2022 - Present
Synovus Securities, Inc. (WINTER PARK FL)
FL
01/02/2018 - 07/26/2019
BB&T SECURITIES, LLC (WINTER PARK FL)
FL
08/19/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WINTER PARK FL)
FL
03/05/2008 - 09/21/2009
COLONIAL BROKERAGE, INC. (ORLANDO FL)
FL
12/14/2004 - 03/30/2006
RBC CENTURA SECURITIES, INC. (ALTAMONTE SPRINGS FL)
AL
10/02/2002 - 11/04/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MI
11/14/2000 - 10/26/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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