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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Marie Wood is a financial advisor with Mercer Global Advisors Inc., a firm based in Denver, Colorado. Yvonne has been a registered investment advisor representative since 2008. Yvonne has also worked with DFA Securities Inc., PaineWebber Incorporated, and AMEV Investors, Inc. in the past. Yvonne is a Certified Financial Planner and has Series 7, 6, 63, and 65 licenses. Yvonne's current registrations are active in California, Louisiana, Pennsylvania, and Texas. Yvonne specializes in financial planning, investment management, and retirement planning.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
08/25/2023 - Present
Mercer Global Advisors Inc. (Santa Barbara CA)
CA
07/07/1999 - 10/30/2001
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
05/09/1997 - 09/11/1997
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
TX
04/21/1995 - 06/09/1997
DFA SECURITIES INC. (AUSTIN TX)
NJ
04/19/1991 - 02/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
08/06/1990 - 12/06/1990
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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