Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Earl Wright is a financial advisor registered with Private Advisor Group, LLC. Daniel holds the Series 63 and Series 65 licenses, as well as the Series 7TO and SIE. Daniel has been active in the industry since 2017 and has previously worked at Equitable Advisors, LLC. Daniel is a Certified Financial Planner and specializes in a wide range of financial services including portfolio management for businesses and individuals, financial planning and pension consulting. Daniel's business, Natural State Wealth Advisors, provides investment advice through Private Advisor Group, LLC. Daniel also holds licenses to sell insurance and sells insurance products as an independent insurance agent.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/19/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
AR
07/25/2019 - 05/04/2023
EQUITABLE ADVISORS, LLC (ROGERS AR)
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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