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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Wright is a financial advisor based in Huntersville, NC, specializing in wealth management and financial planning for individuals and families. She is affiliated with Cornerstone Wealth, an independent firm with over 20 years of experience serving the financial needs of their clients. Martha has a strong background in the industry, holding both Series 6 and 63 securities licenses, as well as Series 65 for Investment Advisor Representatives. She also holds a FINRA Series 6 and a Series 63 license.
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.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
01/06/2024 - Present
Cornerstone Wealth (Huntersville NC)
SC
12/05/2006 - 08/09/2017
LPL FINANCIAL LLC (GREENVILLE SC)
SC
01/17/2002 - 12/07/2006
SECURITIES AMERICA, INC. (GREENVILLE SC)
MA
08/01/1986 - 01/29/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/31/1986 - 01/29/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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