Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Jean Wood has been in the financial services industry since December 1998. Tammy is currently registered with LPL Financial LLC and has been with the firm since February 2017. Prior to that, Tammy was registered with Cetera Investment Services LLC from October 2005 to February 2017 and Edward Jones from December 2003 to October 2005. Tammy is licensed to provide investment advice in North Dakota and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ND
04/18/2017 - Present
LPL Financial LLC (FARGO ND)
ND
10/20/2005 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (FARGO ND)
MO
12/16/2003 - 10/19/2005
EDWARD JONES (ST. LOUIS MO)
NY
12/02/1998 - 12/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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