Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Ivor Wood is a financial advisor who has been in the industry since June 1, 2007. Stuart is currently registered with Oneamerica Securities, Inc. and is licensed in Indiana. Stuart has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Stuart provides financial planning, pension consulting, educational seminars, and selection of other advisers. Stuart's experience and expertise can help individuals and businesses achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
07/17/2007 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TX
12/15/2000 - 01/29/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 12/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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