Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman G. Wright is an active investment advisor representative, registered with Cambridge Investment Research Advisors, Inc. Norman has been in the financial services industry for over 16 years. He is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 24, 63, and 65. Norman is currently licensed to provide investment advisory services in Florida and Texas. Previously, he was registered with Ameriprise Financial Services, Inc., The O.N. Equity Sales Company, and MetLife Securities Inc. Norman's specializations include individual investment counseling, financial planning, retirement planning, and insurance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/28/2024 - Present
Cambridge Investment Research Advisors, Inc. (Gotha FL)
IA
11/08/2016 - 01/22/2020
AMERIPRISE FINANCIAL SERVICES, INC. (West Des Moines IA)
IA
03/07/2011 - 11/15/2016
THE O.N. EQUITY SALES COMPANY (WEST DES MOINES IA)
IA
04/20/2010 - 03/02/2011
METLIFE SECURITIES INC. (WEST DES MOINES IA)
IA
04/17/2006 - 04/29/2010
MML INVESTORS SERVICES, INC. (WEST DES MOINES IA)
IA
Issued 09/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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