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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wright is a financial advisor who has been in the industry since 1987. Douglas is currently registered with IC Advisory Services, Inc. in New Jersey and is also registered in California, Florida, New York. Douglas has a strong background in the financial services industry. Douglas's specializations include portfolio management, financial planning, and pension consulting. Douglas has a strong track record of success in helping clients reach their financial goals. Douglas is a valuable asset to any client seeking comprehensive financial advice.
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.
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
NJ
05/03/2006 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
CA
06/04/1996 - 04/19/2001
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
06/13/1994 - 05/20/1996
ASB FINANCIAL SERVICES (IRVINE CA)
CA
12/01/1992 - 06/07/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MI
08/03/1989 - 05/15/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
06/06/1989 - 07/26/1989
REMINGTON SECURITIES, INC.
NA
11/02/1987 - 05/31/1989
WASHINGTON NATIONAL EQUITY COMPANY
NA
03/25/1987 - 10/29/1987
PRUCO SECURITIES CORPORATION
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/22/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 05/10/1990
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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