Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Marie Wright is a financial professional with over 30 years of experience in the industry. Karen is currently registered as a representative with Cambridge Investment Research Advisors, Inc. Previously, Karen has held positions at several other firms including SunTrust Investment Services, Inc., Crestar Securities Corporation, Riggs Investment Corp., Financial Network Investment Corporation, Independent Financial Securities, Inc., Aurex Financial Corporation and Kober Financial Corp.. Karen is also registered as an Investment Advisor Representative in Maryland and Texas and holds Series 7, 24, 52, 63, 66 and SIE licenses.
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
MD
01/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (COLUMBIA MD)
MD
05/26/2000 - 04/10/2012
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBIA MD)
VA
05/20/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
DC
01/04/1999 - 05/03/1999
RIGGS INVESTMENT CORP. (WASHINGTON DC)
CA
12/01/1995 - 01/21/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
06/27/1994 - 12/17/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
06/27/1994 - 12/08/1994
AUREX FINANCIAL CORPORATION (ROSLYN HEIGHTS NY)
CO
07/08/1992 - 09/16/1992
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
05/31/1991 - 07/29/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 01/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1989
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Wright is the right advisor for you? Invested Better is here to help.
