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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Shelton Wright is a financial advisor associated with Cetera Investment Advisers LLC. James Shelton Wright is registered with the state of Missouri, where they hold both a Broker/Dealer and Investment Advisor Representative license. James Shelton Wright has been in the financial services industry since December 2014. James Shelton Wright has worked at both Securian Financial Services, Inc. and Edward Jones before joining Cetera Investment Advisers LLC. James Shelton Wright has passed the Series 66, Series 7, Series 24 and SIE exams. James Shelton Wright's areas of specialization include retirement planning, insurance, investments and estate planning.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
04/01/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
01/08/2014 - 04/11/2014
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 1/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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