Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carlos Wright is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Robert has been in the securities industry since July 1991. Robert is registered to provide investment advice and sell securities in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Mississippi, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Dakota, Texas, Virginia, Washington, and Wisconsin. Robert is also registered as an Investment Advisor Representative with Cambridge Investment Research, Inc. and holds the following licenses: Series 63, Series 66, Series 7 and SIE.
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
MI
05/06/2016 - Present
Cambridge Investment Research Advisors, Inc. (Flint MI)
MI
07/10/1991 - 05/10/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FLINT MI)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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