Unclaimed
Rebecca Wright is an investment advisor representative for Ernst & Young Investment Advisers LLP. Rebecca has been with the firm since October 1998. Rebecca is registered with the state of New Jersey. Rebecca has passed the Uniform Investment Adviser Law Examination (Series 65) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Rebecca's specialties include Asset Allocation, Portfolio Management, and Retirement Planning.
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.
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.
1
2
NJ
09/03/2013 - Present
Ernst & Young Investment Advisers LLP (ISELIN NJ)
GA
11/21/2000 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Rebecca Wright is the right advisor for you? Invested Better is here to help.