Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Champagne Wright is a financial advisor at Truist Advisory Services, Inc., and has been in the industry since 2016. Margaret has a Series 7TO and Series 63 license. Margaret is based in Atlanta, GA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
GA
06/08/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
BC
Issued 02/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Margaret Wright is the right advisor for you? Invested Better is here to help.
