Unclaimed
Darrell Wright is a financial advisor with over 40 years of experience in the industry. Darrell is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous registrations with several other firms. Darrell has a wide range of experience in financial planning, portfolio management, and investment advisory services. Darrell is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® professional. Darrell provides a variety of advisory services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
02/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (NORTH CANTON OH)
OH
07/13/1987 - 05/18/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)
WI
01/07/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/22/1985 - 01/15/1987
MUTUAL SERVICE CORPORATION
NA
06/03/1983 - 01/28/1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
07/29/1982 - 05/16/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/25/1982 - 01/25/1983
NML EQUITY SERVICES, INC.
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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