Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cetera? Claim Your ProfileCetera Wright is an Investment Advisor Representative who has been in the financial services industry since August 2014. Cetera has a Series 7, Series 66, and SIE licenses. Cetera currently works at Rockefeller Financial LLC, previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Cetera is registered with FINRA and the states of Alabama, Colorado, Florida, Georgia, Hawaii, Massachusetts, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and West Virginia. Cetera works with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Cetera's specialties include financial planning, pension consulting, and selection of other advisers.
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.
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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GA
03/14/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
NC
08/20/2014 - 04/04/2023
MORGAN STANLEY (Charlotte NC)
BOTH
Issued 09/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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