Unclaimed
Deborah Christine Wright is a financial advisor who has been in the industry since January 12, 2019. Deborah Christine Wright is currently registered with First Citizens Investor Services, Inc. and is licensed to provide investment advice in North Carolina. Deborah Christine Wright has a Series 7, Series 63, Series 65 and a Series 6TO license and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Deborah Christine Wright is also registered as an investment advisor representative in fourteen other states. Deborah Christine Wright previously worked for 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.
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.
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.
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2
NC
03/01/2023 - Present
First Citizens Investor Services, Inc. (Goldsboro NC)
MO
02/22/2013 - 03/26/2013
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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