Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Francis Wright has been in the securities industry since 1995. Edward Wright is currently registered as a Registered Representative with Cadaret, Grant & CO., Inc. in Niagara Falls, NY. Edward Wright has been with Cadaret, Grant & CO., Inc. since February of 2022 and has worked for several other firms throughout the years, including The Leaders Group, Inc., 1st Discount Brokerage, Inc., LPL Financial Corporation, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., M&T Securities, Inc. and Liberty Securities Corporation. Edward Wright holds the following FINRA Series licenses: Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65. Edward Wright also holds a Certified Financial Planner designation. Edward Wright is also currently licensed in over 30 states as an Investment Advisor Representative.
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.
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
NY
02/01/2022 - Present
Cadaret, Grant & CO., Inc. (NIAGARA FALLS NY)
CO
03/14/2012 - 12/31/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
07/10/2009 - 08/30/2010
1ST DISCOUNT BROKERAGE, INC. (AMHERST NY)
NY
12/20/2007 - 07/07/2009
LPL FINANCIAL CORPORATION (AMHERST NY)
NY
01/01/2005 - 01/03/2008
HSBC SECURITIES (USA) INC. (AMHERST NY)
NY
08/12/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MD
05/01/1995 - 05/20/2003
M&T SECURITIES, INC. (BALTIMORE MD)
NY
10/18/1993 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
08/04/1993 - 10/25/1993
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 11/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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