Unclaimed
Christopher Scott Wright is a financial advisor currently registered with Charles Schwab & CO., Inc.. Christopher has been in the financial services industry since 1993. Christopher is also registered with the state of Texas as a resident Investment Advisor Representative. Christopher is a Series 66, 65, and 63 licensed professional. Christopher is also a Series 8 and Series 31 licensed professional, as well as holding a Series 7 license. Christopher has worked with several other financial firms in the past, including Morgan Stanley DW INC., SECURIAN FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, INC., PAINEWEBBER INCORPORATED, and OLDE DISCOUNT CORPORATION. Christopher is a member of the Finance Committee for the St. James Parish, a nonprofit charitable organization.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MI
01/02/2019 - Present
Charles Schwab & CO., Inc. (Grand Rapids MI)
NY
05/16/2003 - 12/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
10/31/2002 - 05/01/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MO
01/12/2001 - 10/22/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
06/02/1997 - 02/09/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
03/29/1996 - 06/16/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
02/03/1993 - 04/22/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
04/24/1992 - 02/08/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/14/1992 - 03/16/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/22/1991 - 12/24/1991
F.N. WOLF & CO., INC.
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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