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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kay Wright is a financial advisor with Ameriprise Financial Services, LLC. Mary Kay Wright is registered with the state of California as an investment advisor representative. Mary Kay Wright has been in the financial services industry since September 12, 1999. Mary Kay Wright has been employed by Ameriprise Financial Services, Inc. since June 1999, and has been employed by Ameriprise Financial Services, LLC since March 2020. Mary Kay Wright is also registered with the state of Texas as an investment advisor representative, and has been registered with the state of Texas since September 6, 2017. Mary Kay Wright provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and asset allocation services. Mary Kay Wright's experience includes working with individuals, trusts, estates, insurance companies, charitable organizations, corporations, pension plans, and government entities. Mary Kay Wright's office is located in Walnut Creek, California.
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.
Asset allocation services
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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CA
09/06/2017 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
MN
09/13/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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