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Margaret M Wright

Allstate Financial Services, LLC

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About Margaret M Wright

Margaret Wright is a financial advisor with Allstate Financial Services, LLC. Margaret has been in the financial services industry since November 7, 1999. Margaret is licensed in Delaware, New Jersey, and Pennsylvania. Margaret has passed the Series 6 and Series 63 exams.

Firm Information

Margaret Wright is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Margaret Wright’s Registration & Firm History

PA

04/21/2017 - Present

Allstate Financial Services, LLC (LANSDALE PA)

DE

10/30/2009 - 02/14/2017

MML INVESTORS SERVICES, LLC (NEW CASTLE DE)

DE

10/01/2000 - 04/13/2009

WACHOVIA SECURITIES, LLC (NEWARK DE)

NC

02/17/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret M Wright.
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