Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eugene Wright is a financial professional with over 29 years of experience in the industry. Currently, Daniel is registered with Alliancebernstein LP as a Registered Representative and Investment Adviser Representative. Prior to joining Alliancebernstein LP, Daniel worked for various firms including Cambridge Investment Research, Inc., Pereella Weinberg Partners LP, Tudor Pickering Holt & Co Advisors LP, Tudor, Pickering, Holt & Co. Securities, LLC, National Planning Corporation, Invest Financial Corporation, Investment Centers of America, Inc., SII Investments, Inc., Jackson National Life Distributors LLC, Curian Clearing, LLC, H.D. Vest Investment Services, CIGNA Financial Services, Inc., Moors & Cabot, Inc., National Financial Services Corporation, Fidelity Brokerage Services, Inc., and Fidelity Investments Institutional Services Company, Inc. Daniel holds a number of licenses including Series 7, Series 24, Series 4, Series 8, Series 10, Series 9, Series 14, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TO, and the SIE exam. Daniel specializes in various financial services such as asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
06/20/2023 - Present
Alliancebernstein LP (NASHVILLE TN)
IA
09/23/2020 - 05/30/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TX
06/28/2018 - 10/02/2020
PERELLA WEINBERG PARTNERS LP (Houston TX)
TX
06/28/2018 - 10/02/2020
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
06/28/2018 - 10/02/2020
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC (HOUSTON TX)
CO
12/01/2017 - 06/04/2018
NATIONAL PLANNING CORPORATION (DENVER CO)
FL
07/15/2016 - 06/04/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
WI
07/15/2016 - 06/04/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
07/15/2016 - 06/04/2018
SII INVESTMENTS, INC. (APPLETON WI)
CO
06/02/2005 - 05/31/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
07/15/2016 - 12/01/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
12/05/2014 - 09/13/2017
CURIAN CLEARING, LLC (DENVER CO)
TX
11/29/2000 - 06/14/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CT
04/13/1999 - 03/20/2000
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MA
03/24/1998 - 04/09/1999
MOORS & CABOT, INC. (BOSTON MA)
MA
09/09/1997 - 03/27/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
07/10/1996 - 09/09/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
07/02/1996 - 07/10/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
TX
05/07/1993 - 06/27/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/06/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/23/1994
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MIAX PEARL, LLC
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