Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard Leon Wood is a financial advisor at Osaic Wealth, Inc., in JACKSON, MS. Willard has been in the industry since September 13, 1992 and has a Series 6, Series 7, Series 24, and Series 63 licenses. Willard also has a Series SIE license. In addition to his experience with Osaic Wealth, Inc., Willard has worked with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Willard specializes in providing financial planning services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Willard also offers disability insurance, fixed annuities, indexed annuities, and traditional life insurance services through Willard L Wood Jr., 1675 LAKELAND DR, SUITE 500, JACKSON MS 39216-4846.
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
MS
01/24/2025 - Present
Osaic Wealth, Inc. (JACKSON MS)
MS
09/14/1992 - 06/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (JACKSON MS)
BC
Issued 12/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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