Unclaimed
Dwight Wildman is a registered representative with J.p. Morgan Securities LLC. Dwight has been in the securities industry since 2009 and has held previous roles with firms such as LPL Financial LLC, UVEST FINANCIAL SERVICES GROUP, INC., METLIFE SECURITIES INC., and OLYMPIA ASSET MANAGEMENT,LTD. Dwight holds FINRA Series 7 and 63 registrations, as well as a Series 66 registration and a SIE certification. Dwight is also a registered Investment Advisor representative in Connecticut, New Jersey, and Texas. Currently, Dwight is affiliated with J.p. Morgan Securities LLC's branch office in Milford, CT, and also has branch office locations in Cheshire, CT.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
08/12/2015 - Present
J.p. Morgan Securities LLC (MILFORD CT)
CT
04/10/2012 - 06/05/2015
LPL FINANCIAL LLC (GROTON CT)
CT
07/17/2009 - 03/11/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MILFORD CT)
CT
03/20/2008 - 08/12/2009
METLIFE SECURITIES INC. (SHELTON CT)
NY
12/18/2006 - 08/31/2007
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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