Unclaimed
Daniel Wright is a financial advisor based in Greenwood Village, CO. Daniel has been working in the financial industry since 2016. Daniel is registered with Empower Advisory Group, LLC and is licensed in 52 states and the District of Columbia. Daniel has a Series 7, Series 66 and SIE licenses. Previously, Daniel worked at J.P. Morgan Securities LLC, Pruco Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/12/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
IL
08/19/2021 - 09/17/2022
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
07/29/2020 - 07/07/2021
PRUCO SECURITIES, LLC. (Frankfort IL)
IL
07/27/2017 - 08/11/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/30/2016 - 02/09/2017
EDWARD JONES (PLAINFIELD IL)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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