Unclaimed
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 an investment advisor representative at Cambridge Investment Research Advisors, Inc. Jeffrey has been working in the financial services industry since June 2008. Previously, Jeffrey was an investment advisor representative for Berthel Fisher & Company Financial Services, Inc., Equity Services, Inc., and ING Financial Partners, Inc.. Jeffrey has a Series 66, Series 7, and SIE license. Jeffrey is registered in Alabama, California, Florida, Georgia, Louisiana, Nevada, North Carolina, and Tennessee. Jeffrey is also the owner of Greenwood Wealth Management and Greenwood Financial Network, and a board member of the Children's Center of Montgomery, Baptist Health System, and the Family Guidance Center. Jeffrey is a member of the Board of Directors for Bridging Financial Gaps. Jeffrey is also a co-host of the podcast "Jeff Knows Money".
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.
Solicitation fees from 3rd party money managers
1
2
AL
08/08/2017 - Present
Cambridge Investment Research Advisors, Inc. (Montgomery AL)
AL
09/03/2013 - 03/20/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MONTGOMERY AL)
AL
04/24/2012 - 08/26/2013
EQUITY SERVICES, INC. (MONTGOMERY AL)
AL
01/03/2011 - 12/16/2011
ING FINANCIAL PARTNERS, INC. (MONTGOMERY AL)
CT
12/22/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
AL
05/14/2009 - 12/07/2009
EQUITY SERVICES, INC. (MONTGOMERY AL)
GA
10/15/2007 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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