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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wright is a financial advisor with Teamwork Financial Advisors, LLC. He has been in the financial services industry since 1994 and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeffrey Wright's specializations include portfolio management for individuals, financial planning, and selection of other advisors. Jeffrey Wright is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
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TX
08/25/2023 - Present
Teamwork Financial Advisors, LLC (Houston TX)
MA
05/10/2021 - 05/16/2023
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
09/30/2013 - 03/12/2021
SYMETRA SECURITIES, INC. (WALTHAM MA)
WA
11/19/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MA
03/08/2011 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
CT
06/10/2008 - 03/17/2011
EQUITY SERVICES, INC. (NEWINGTON CT)
CT
09/07/2005 - 06/04/2008
COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)
CA
01/13/2005 - 09/01/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MA
04/10/2002 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/31/1999 - 03/14/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CT
08/01/1997 - 08/26/1999
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
11/14/1995 - 08/21/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
01/31/1997 - 08/08/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
04/19/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CT
04/06/1995 - 10/25/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
07/25/1994 - 04/06/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/24/1994
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 03/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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