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Susan Ann Wood

Pacific Select Distributors, LLC

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About Susan Ann Wood

Susan Ann Wood is a registered representative with Pacific Select Distributors, LLC and holds Series 7, 24, 51, and 63 securities licenses. Susan Ann Wood's career in the securities industry began in 1983. She previously worked at AMERICAN SKANDIA MARKETING, INC., FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., WALNUT STREET SECURITIES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, and JEFFREY W. EVANS AND COMPANY, INC.. Susan Ann Wood is currently registered with the state of Kentucky.

Firm Information

Susan Wood is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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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Susan Wood’s Registration & Firm History

CA

07/09/2002 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

CT

09/12/1997 - 07/10/2002

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

GA

12/16/1991 - 09/05/1997

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

11/19/1989 - 12/23/1991

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

CA

07/22/1991 - 12/16/1991

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

06/12/1984 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/23/1983 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/11/1984 - 06/19/1984

JEFFREY W. EVANS AND COMPANY, INC.

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Licenses & Designations

IA

Issued 02/23/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/30/1985

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Ann Wood.
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