Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tessa? Claim Your ProfileTessa Wood is an investment advisor representative associated with Robert W. Baird & Co. Inc., located in Seattle, Washington. Tessa has over 20 years of experience in the financial services industry. Tessa has a wide range of experience with various firms in the industry, including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Investments, LLC.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
06/11/2019 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
AZ
04/21/2016 - 06/10/2019
MORGAN STANLEY (PEORIA AZ)
AZ
08/09/2013 - 10/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
06/01/2009 - 08/28/2013
MORGAN STANLEY (SCOTTSDALE AZ)
CO
10/18/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DURANGO CO)
CO
12/02/2005 - 07/10/2007
WELLS FARGO INVESTMENTS, LLC (DURANGO CO)
NY
10/08/2004 - 06/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/08/2002 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/02/2001 - 07/17/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
08/21/2000 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/2000 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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