Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold David Wright has been in the financial services industry since 1999 and is currently registered with Hilltop Securities Inc. as a Registered Representative and Investment Adviser Representative. Harold David Wright has Series 7, Series 63, Series 65, Series 99 and SIE licenses. Harold David Wright has been working with clients in Dallas, TX and specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars and publishes periodicals. Prior to working with Hilltop Securities Inc., Harold David Wright was associated with Comerica Securities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
05/20/2014 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
03/18/1999 - 05/13/2014
COMERICA SECURITIES (DALLAS TX)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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