Heather WoodCRD Number: 6271919
Current Firm: Ameriprise Financial Services, LLC
Heather Wood (CRD# 6271919) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Ameriprise Financial Services, Inc.||Campbell, CA||Apr 2014 - Current||7|
|Randstad||San Jose, CA||Nov 2013 - Apr 2014||< 1|
|Unemployed||Santa Clara, CA||Sep 2013 - Nov 2013||< 1|
|Whole Foods Market||Cupertino, CA||Jun 2007 - Sep 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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