Unclaimed
Giselle Wright is a financial professional with over 15 years of experience in the financial services industry. Giselle is currently registered with J.P. MORGAN SECURITIES LLC and holds the Series 7, Series 63 and Series 66 licenses. Giselle has previously worked with several other firms, including Newbridge Securities Corporation, APW Capital, Inc., Cetera Financial Specialists LLC, Pruco Securities, LLC., Financial Consultant Group, LLC and Morgan Stanley DW Inc. Giselle specializes in providing financial planning services to individuals and businesses. Giselle has a diverse clientele and has served individuals, corporations, trusts and estates, insurance companies, high net worth individuals and charitable organizations. Giselle is dedicated to helping clients reach their financial goals.
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
NJ
11/21/2022 - Present
J.p. Morgan Securities LLC (Summit NJ)
FL
04/25/2019 - 04/06/2021
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NJ
05/12/2014 - 03/28/2019
APW CAPITAL, INC. (ISELIN NJ)
NJ
02/11/2013 - 04/22/2013
CETERA FINANCIAL SPECIALISTS LLC (WESTFIELD NJ)
NJ
10/16/2008 - 09/01/2011
PRUCO SECURITIES, LLC. (ISELIN NJ)
NJ
01/30/2007 - 01/09/2008
FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)
NY
02/07/2002 - 02/13/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2002
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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