Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wright is a financial advisor with Cadaret, Grant & Co., Inc., based in Niagara Falls, New York. Matthew has been in the financial services industry for over 9 years. Prior to joining Cadaret, Grant & Co., Inc., Matthew worked at Lincoln Financial Advisors Corporation and MML Investors Services, LLC. Matthew is licensed to sell securities in 14 states. Matthew also owns a portion of Impact Financial Strategies, which provides financial planning services. Matthew works with a range of clients including individuals, families, and businesses. Matthew is committed to providing his clients with personalized financial advice and guidance.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (NIAGARA FALLS NY)
NY
08/03/2015 - 03/29/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (AMHERST NY)
NY
06/10/2014 - 08/04/2015
MML INVESTORS SERVICES, LLC (AMHERST NY)
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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