Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Clark Wood is a financial advisor with over 27 years of experience in the industry. Thomas is currently registered with LPL Financial LLC and has been with the firm since 2018. Previously, Thomas was with Invest Financial Corporation and PFIC Securities Corporation. Thomas has passed the Series 7, Series 63, and Series 66 exams. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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.
1
2
MO
10/31/2024 - Present
LPL Financial LLC (LEES SUMMIT MO)
MO
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (LEE'S SUMMIT MO)
MO
02/01/2007 - 04/30/2007
PFIC SECURITIES CORPORATION (LEE'S SUMMIT MO)
MO
11/16/2006 - 01/17/2007
BANCWEST INVESTMENT SERVICES, INC. (KANSAS CITY MO)
WI
06/07/2005 - 03/15/2006
INVEST FINANCIAL CORPORATION (APPLETON WI)
TX
02/14/1998 - 09/24/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
01/13/1994 - 02/02/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Wood is the right advisor for you? Invested Better is here to help.
