Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Wood is an investment advisor representative at Schwab Wealth Advisory, Inc.. Victoria has been in the financial services industry for over 3 years. Victoria is registered with 53 states and holds the Series 63, 66 and Series 7TO licenses. Victoria's previous employment was at Fidelity Brokerage Services 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
04/25/2024 - Present
Schwab Wealth Advisory, Inc. (WESTLAKE TX)
TX
11/05/2020 - 04/08/2024
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Victoria Wood is the right advisor for you? Invested Better is here to help.
