Nate Wood's Location
Birmingham, AL, US
Nate Wood's Work
- Financial Advisor @ Coker and Palmer Investment Securities, Inc.
- Financial Advisor @ Merrill Lynch
- Financial Advisor @ Legg Mason
Nate Wood's Education
- Kansas State
Bachelor of Applied Science (B.A.Sc.)
Nate Wood's Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Portfolio Management
- Financial Modeling
- Investments
- Finance
Nate Wood's Summary
Nate Wood, based in Birmingham, AL, US, is currently a Financial Advisor at Coker and Palmer Investment Securities, Inc., bringing experience from previous roles at Merrill Lynch and Legg Mason. Nate Wood holds a Bachelor of Applied Science (B.A.Sc.) @ Kansas State. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, Insurance and more, Nate Wood contributes valuable insights to the industry. Nate Wood has 2 emails on RocketReach.
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