Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert George Wright is an investment advisor representative registered in California and Texas. Robert has been in the financial services industry for over 20 years and is affiliated with Principal Securities, Inc. Robert has also been registered as an Investment Advisor Representative with Principal Securities, Inc., since 2007. He holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Robert specializes in providing financial planning, pension consulting, and educational seminars to individuals and corporations. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
CA
03/08/2021 - Present
Principal Securities, Inc. (LAFAYETTE CA)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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