Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jonathan Wright is a financial advisor with over 25 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Michael is registered to provide financial advice in several states, including Alabama, California, Florida, Georgia, North Carolina, South Carolina, South Dakota, Virginia, and West Virginia. Michael has previously worked with Citigroup Global Markets Inc., Linsco/Private Ledger Corp., FSC Securities Corporation, and Liberty Securities Corporation. Michael has earned the Certified Financial Planner designation. Michael is also licensed to sell insurance products.
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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2
NC
06/22/2009 - Present
Ameriprise Financial Services, LLC (Rockwell NC)
NC
07/31/2000 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SALISBURY NC)
SC
06/28/1999 - 08/08/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
01/20/1997 - 07/02/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
06/03/1996 - 01/20/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 01/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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