Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lannie? Claim Your ProfileLannie Wright is a registered investment advisor representative with NWF Advisory Services Inc. Lannie has been in the financial services industry since 1983. Lannie holds several licenses including Series 6, Series 7, Series 24 and Series 63. In addition to the firm’s main office in Los Angeles, Lannie Wright is also registered with the firm’s branch office in Carmel Valley, CA. Lannie also has a series of books in the mystery/suspense genre that they are planning to have published soon.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/03/2017 - Present
NWF Advisory Services Inc. (Carmel Valley CA)
AZ
05/19/1992 - 01/12/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/19/1984 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/09/1983 - 05/14/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
05/02/1983 - 08/01/1983
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 05/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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