Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Wright is a financial advisor with over 20 years of experience in the industry. Currently registered with Stifel, Nicolaus & Company, Inc., John has previously worked with Morgan Stanley, Morgan Stanley & Co. Incorporated, Nationwide Securities, Inc. and Farmers Financial Solutions, LLC. John has a wide range of experience and holds several licenses and certifications including Series 6, 7, 26, 31, 63, and 65. John has also been recognized with several designations, including:
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.
1
2
TX
09/24/2024 - Present
Stifel, Nicolaus & Company, Inc. (ABILENE TX)
TX
06/01/2009 - 05/01/2020
MORGAN STANLEY (ABILENE TX)
TX
10/26/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ABILENE TX)
TX
04/10/2007 - 08/23/2007
NATIONWIDE SECURITIES, INC. (ABILENE TX)
TX
01/16/2002 - 03/02/2007
FARMERS FINANCIAL SOLUTIONS, LLC (CORSICANA TX)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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