Unclaimed
Tammi Wood is a financial advisor at THE Huntington Investment Co. in Commercial Point, OH. Tammi has been in the financial industry since 2001. Tammi has passed multiple FINRA and State exams including Series 6, Series 7, Series 14, Series 24 and Series 66. Tammi has worked for Fifth Third Securities, Ameriprise Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/22/2022 - Present
THE Huntington Investment Co. (Commercial Point OH)
OH
05/11/2018 - 03/17/2022
FIFTH THIRD SECURITIES, INC. (GROVE CITY OH)
OH
07/13/2017 - 05/04/2018
AMERIPRISE FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
05/24/2017 - 07/13/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (COLUMBUS OH)
OH
02/27/2001 - 11/07/2016
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 04/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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