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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Wright is a financial advisor currently registered with LPL Financial LLC. Robert J Wright has been a financial advisor for more than 11 years, working in the financial services industry since November 29, 2008. Before joining LPL Financial LLC, Robert J Wright was previously registered with CUNA Brokerage Services, Inc., KEY INVESTMENT SERVICES LLC and HSBC Securities (USA) Inc. Robert J Wright is registered in Florida, Georgia, New York, North Carolina and South Carolina. Robert J Wright offers a variety of financial services including consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
12/22/2016 - 09/24/2019
CUNA BROKERAGE SERVICES, INC. (ROCHESTER NY)
NY
07/11/2012 - 12/19/2016
KEY INVESTMENT SERVICES LLC (WEBSTER NY)
NY
11/20/2008 - 07/11/2012
HSBC SECURITIES (USA) INC. (WEBSTER NY)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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