Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Carter wood is a wealth advisor with over 18 years of experience in the financial services industry. Tricia has a strong background in financial planning and portfolio management, and is committed to helping individuals and families achieve their financial goals. She is currently a Registered Representative of Osaic Wealth, Inc., and is registered to offer securities and investment advisory services in multiple states. Tricia has been active in the community for many years and is a member of the Cameron ISD Scholarship Foundation.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
03/11/2019 - 11/03/2023
FSC SECURITIES CORPORATION (FORT WORTH TX)
TX
01/20/2016 - 03/11/2019
RHODES SECURITIES, INC. (Fort Worth TX)
TX
01/01/2005 - 01/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BOTH
Issued 04/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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