Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elam? Claim Your ProfileElam Wright is a financial advisor with over 30 years of experience in the industry. Elam is currently registered with Raymond James & Associates, Inc. in Houston, Texas. Elam has a diverse background, having previously worked at firms such as Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PaineWebber Incorporated. Elam holds several licenses and certifications including Series 7, Series 31, Series 63 and Series 65. Elam offers a variety of financial services to clients including portfolio management for individuals and businesses, financial planning and educational seminars. Elam is committed to providing his clients with personalized financial advice and guidance.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
05/26/2017 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
02/27/2009 - 05/30/2017
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
11/03/2003 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
06/28/1996 - 11/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/14/1991 - 06/24/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/25/1989 - 05/09/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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