Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Wright is a financial advisor with over 23 years of experience in the financial services industry. Danielle has held positions at various firms, including Wells Fargo Clearing Services, LLC, Allspring Funds Distributor, LLC, and Morgan Keegan & Company, Inc. Danielle is registered with FINRA and holds the Series 7, 9, 10, 26, 31, and 66 licenses. Danielle specializes in providing investment advisory services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
07/25/2024 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NC
07/02/2021 - 03/04/2024
ALLSPRING FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
GA
02/27/2006 - 06/21/2021
WELLS FARGO CLEARING SERVICES, LLC (SAVANNAH GA)
GA
02/09/2001 - 12/20/2005
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
GA
11/17/1999 - 01/19/2001
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
BOTH
Issued 04/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/11/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Danielle Wright is the right advisor for you? Invested Better is here to help.
