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Sarah Jean Wood

Global Atlantic Distributors, LLC

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About Sarah Jean Wood

Sarah Jean Wood is a financial professional with over 10 years of experience in the industry. Sarah is currently registered with Global Atlantic Distributors, LLC. Previously, Sarah worked with EPOCH SECURITIES, INC. Sarah is licensed to sell a wide range of financial products and services including Investment Company Products/Variable Contracts.

Firm Information

Sarah Wood is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sarah Wood’s Registration & Firm History

CT

04/12/2013 - Present

Global Atlantic Distributors, LLC (Hartford CT)

MA

02/26/2015 - 03/22/2016

EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)

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Licenses & Designations

BC

Issued 05/17/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Jean Wood.
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