Unclaimed
Natalie Delores Wright is a financial advisor with Capital Client Group, Inc., where she has been registered as a Registered Representative since April 2020. Prior to that, she worked at NYLIFE DISTRIBUTORS LLC and Wells Fargo Advisors. Natalie has a background in securities, having obtained her Series 7 and Series 66 licenses in 2016. She is also licensed in several states including Alabama, California, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, North Carolina, Pennsylvania, Tennessee, and Virginia.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
04/23/2020 - Present
Capital Client Group, Inc. (CARMEL IN)
NY
12/19/2016 - 03/27/2020
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
02/29/2016 - 12/13/2016
WELLS FARGO ADVISORS (WESTFIELD NJ)
BOTH
Issued 10/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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