Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamel? Claim Your ProfileJamel Evan Wright is a financial professional with over 20 years of experience in the industry. Jamel is currently registered with PFS Investments Inc. and holds Series 6, 7, 26, 63, and 66 licenses. Jamel has worked with a number of firms, including TRANSAMERICA FINANCIAL ADVISORS, INC, and CITIGROUP GLOBAL MARKETS INC. Jamel specializes in portfolio management for individuals and has a strong track record of providing financial advice to 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.
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.
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2
CA
05/10/2024 - Present
PFS Investments Inc. (SANTA CLARA CA)
CA
04/12/2023 - 03/14/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (ALVISO CA)
CA
01/15/2022 - 11/01/2022
PFS INVESTMENTS INC. (SANTA CLARA CA)
CA
10/15/2020 - 12/31/2021
PFS INVESTMENTS INC. (SANTA CLARA CA)
CA
04/30/2019 - 12/31/2019
PFS INVESTMENTS INC. (PALO ALTO CA)
CA
06/13/2018 - 02/11/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN JOSE CA)
CA
06/19/2017 - 12/31/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (ALVISO CA)
VA
10/27/2016 - 05/02/2017
PFS INVESTMENTS INC. (SPRINGFIELD VA)
CA
05/29/2007 - 11/13/2014
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
CA
11/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN JOSE CA)
GA
01/02/2003 - 11/14/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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