Unclaimed
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.
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.
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.
1
2
CT
04/12/2013 - Present
Global Atlantic Distributors, LLC (Hartford CT)
MA
02/26/2015 - 03/22/2016
EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)
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
Active
Inactive
F
FINRA
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