Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ryan Wright is a financial advisor with over 11 years of experience in the financial services industry. He currently works at Osaic FS, Inc. and Osaic FA, Inc., both of which are based in Fort Wayne, Indiana. Previously, Matthew worked at CHARLES SCHWAB & CO., INC. and FIRST INVESTORS CORPORATION. Matthew holds several securities licenses, including Series 6, 7, 24, 4, 52, 53, and 63 licenses. He has provided financial advice to individuals, businesses, and institutions, specializing in retirement planning, portfolio management, and educational seminars.
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.
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.
Retirement plan consulting services provided on limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/18/2013 - Present
Osaic FS, Inc. (FORT WAYNE IN)
IN
03/02/2010 - 12/17/2010
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
09/04/2009 - 10/02/2009
FIRST INVESTORS CORPORATION (INDIANAPOLIS IN)
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/21/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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