Unclaimed
Bryant Elliot Wright is a financial advisor at Raymond James & Associates, Inc. located in CORAL GABLES, FL. Bryant has been in the industry since June 2009 and has a wide range of experience, having previously worked for Morgan Stanley and UBS Financial Services Inc. Bryant is a registered representative in Florida and Texas and is a registered investment advisor in Florida and Texas.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/25/2023 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
12/22/2011 - 08/31/2023
MORGAN STANLEY (Miami FL)
FL
02/01/2010 - 12/21/2011
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
05/05/2009 - 01/04/2010
SKANDIA SECURITIES AMERICAS, INC. (MIAMI FL)
BOTH
Issued 12/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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