Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Leroy Wright is an investment advisor with over 46 years of experience in the financial services industry. Frederick is registered as a broker-dealer and investment advisor representative with LPL Financial LLC in both New Jersey and Texas. Frederick has a strong track record of helping individuals and families achieve their financial goals. He is dedicated to providing personalized financial advice and guidance to his clients. Frederick is committed to building long-term relationships with his clients and providing them with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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
CA
08/11/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
07/20/2012 - 08/18/2022
AMERIPRISE FINANCIAL SERVICES, LLC (FLORHAM PARK NJ)
NJ
09/26/1978 - 07/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
NA
10/01/1976 - 11/23/1979
SCOTT PLANNING COMPANY, INC.
NA
10/03/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Frederick Wright is the right advisor for you? Invested Better is here to help.
