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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham John Wilson is a financial advisor with Commonwealth Financial Network, based in Matthews, NC. Graham has over 37 years of experience in the financial services industry. He is a Certified Financial Planner and Chartered Financial Consultant. Graham is registered to provide investment advice in Florida, Maryland, North Carolina, South Carolina, and Texas. He is also registered with FINRA and the SEC. Graham's primary focus is working with individual and corporate clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
05/13/2020 - Present
Commonwealth Financial Network (Matthews NC)
NC
06/01/2012 - 05/01/2020
LINCOLN INVESTMENT (MATTHEWS NC)
NC
11/30/1992 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MATTHEWS NC)
IA
06/20/1991 - 12/01/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
05/02/1990 - 06/20/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/02/1990 - 06/20/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
11/23/1983 - 04/12/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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