Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lawrence Wright is a financial advisor who has been in the industry since 1992. He holds Series 6, 7, 26, 63 and 65 licenses and has passed the SIE exam. Christopher has worked with several firms over the years, including First Union Brokerage Services, Inc., Nathan & Lewis Securities, Inc., Wood Logan Distributors, Inc., Intersecurities, Inc., and Wells Fargo Clearing Services, LLC. Currently, Christopher is registered with Kingsview Wealth Management, LLC in Connecticut. His firm specializes in portfolio management for individuals, businesses, and investment companies, and offers financial planning and selection of other advisors services. Christopher is also a Registered Investment Advisor (RIA) in Connecticut.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
CT
01/13/2022 - Present
Kingsview Wealth Management, LLC (Milford CT)
CT
10/01/2000 - 01/19/2022
WELLS FARGO CLEARING SERVICES, LLC (STAMFORD CT)
NC
07/17/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/23/1996 - 07/18/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
03/17/1994 - 02/21/1996
WOOD LOGAN DISTRIBUTORS, INC. (OLD GREENWICH CT)
FL
07/17/1992 - 12/31/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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