Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Josephine Wright is a financial advisor with over 40 years of experience in the industry. Janice has been registered with UBS Financial Services Inc. since February 1994. Prior to joining UBS, Janice worked at Prudential Securities Incorporated, Legg Mason Wood Walker, Incorporated, Moseley Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Janice is a Registered Representative (RA) in Texas. Janice's specializations include Financial Planning, Investment Management, Retirement Planning, and College Savings. Janice provides financial advice to individuals, families, businesses, and trusts.
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.
See schedule d - miscellaneous
1
2
TX
02/07/1994 - Present
UBS Financial Services Inc. (PLANO TX)
NY
07/01/1988 - 02/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/26/1988 - 07/07/1988
LEGG MASON WOOD WALKER, INCORPORATED
NA
07/08/1986 - 02/27/1988
MOSELEY SECURITIES CORPORATION
NA
01/29/1979 - 09/24/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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