Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dawson Wright is a financial advisor with Materetsky Financial Group. Michael has over 30 years of experience in the financial services industry. Michael holds the Series 3, 7, 26, 63, and 65 licenses, as well as the SIE. Michael is a Certified Financial Planner and provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Michael is registered to provide investment advisory services in Connecticut, New Jersey, New York, and Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/23/2021 - Present
Materetsky Financial Group (BOYNTON BEACH FL)
NY
06/11/2014 - 02/28/2018
TCW FUNDS DISTRIBUTORS LLC (NEW YORK NY)
NY
03/05/2013 - 06/25/2013
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
CT
03/28/2007 - 02/22/2013
FORESIDE FUND SERVICES, LLC (GREENWICH CT)
NY
01/13/1999 - 01/05/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
CT
02/23/1994 - 12/18/1998
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
NA
08/25/1992 - 11/23/1993
HUNTINGTON INVESTMENTS, INC.
NY
09/05/1989 - 07/24/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/14/1988 - 12/07/1990
LEHMAN BROTHERS INC.
NA
06/23/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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