Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Christopher Wright is a financial advisor with over 25 years of experience in the industry. Charles is currently registered with United Planners' Financial Services of America A Limited Partner and holds a Series 6, Series 63 and Series 65 license. Charles has previously been registered with American General Securities Incorporated and Franklin Financial Services Corporation. Charles has specialized in providing financial planning, pension consulting and selection of other advisers to clients. Charles is a Registered Representative and Investment Advisor Representative of United Planners' Financial Services of America A Limited Partner.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/29/2008 - Present
United Planners' Financial Services OF America A Limited Partner (SPRING TX)
TX
10/01/2002 - 04/25/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SPRING TX)
TX
09/17/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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