Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wright is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered with National Financial Services LLC, where they hold the Series 7, 9, 10, and 63 licenses. Robert is a dedicated advisor who is committed to providing clients with personalized financial advice and services. Prior to joining National Financial Services, Robert was affiliated with Fidelity Brokerage Services LLC, where he served as an advisor from 2000 to 2021. Robert has a strong background in investment management and has a passion for helping clients achieve their financial goals.
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.
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.
1
2
TX
03/01/2021 - Present
National Financial Services LLC (WESTLAKE TX)
TX
07/05/2000 - 01/13/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Wright is the right advisor for you? Invested Better is here to help.
