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 over 20 years of experience in the industry. He is currently registered with Wright Financial, LLC in Pleasant Hill, California. Matthew has held previous registrations with several firms, including Independent Financial Group, LLC, NPB Financial Group, LLC, Associated Securities Corp., Foothill Securities, Inc., and Securities America, Inc. Matthew has a variety of licenses and registrations, including Series 6, 7, 24, 63 and 65.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/04/2002 - Present
Wright Financial, LLC (PLEASANT HILL CA)
CA
07/15/2022 - 01/09/2023
INDEPENDENT FINANCIAL GROUP, LLC (PLEASANT HILL CA)
CA
01/29/2007 - 07/15/2022
NPB FINANCIAL GROUP, LLC (PLEASANT HILL CA)
CA
03/30/2000 - 02/12/2007
ASSOCIATED SECURITIES CORP. (PLEASANT HILL CA)
CA
04/13/1998 - 10/21/1998
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
NE
01/22/1998 - 04/30/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 02/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Wright is the right advisor for you? Invested Better is here to help.
