Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tressa? Claim Your ProfileTressa Wood is a financial advisor at Commonwealth Financial Network. Tressa is a registered representative and investment advisor representative with over 10 years of experience in the financial services industry. Tressa is licensed to provide financial advice in multiple states and has a strong track record of helping clients reach their financial goals. Tressa's previous experience includes positions at Ameriprise Financial Services, Inc., First Command Financial Planning, Inc. and MML Investors Services, LLC. Tressa is committed to providing her clients with personalized financial advice and guidance.
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.
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
WV
07/27/2020 - Present
Commonwealth Financial Network (Morgantown WV)
WV
01/30/2019 - 08/04/2020
MML INVESTORS SERVICES, LLC (MORGANTOWN WV)
HI
06/16/2017 - 01/25/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (AIEA HI)
HI
10/03/2016 - 06/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Honolulu HI)
WV
08/11/2014 - 09/30/2016
MSI FINANCIAL SERVICES, INC. (MORGANTOWN WV)
BOTH
Issued 10/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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