Unclaimed
Stanford Davis Wood has been working in the financial industry since 2011. Currently, Stanford is registered with Truist Securities, Inc. and has been since April of 2022. Stanford has previously worked at REGIONS SECURITIES LLC, CETERA INVESTMENT SERVICES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stanford holds Series 66, SIE and Series 7 licenses.
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
GA
04/07/2022 - Present
Truist Securities, Inc. (ATLANTA GA)
GA
08/15/2016 - 03/29/2022
REGIONS SECURITIES LLC (Atlanta GA)
GA
07/21/2015 - 08/01/2016
CETERA INVESTMENT SERVICES LLC (ATLANTA GA)
GA
08/19/2011 - 08/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
BOTH
Issued 08/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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