Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert s.? Claim Your ProfileRobert S. Wright is an investment professional with over 35 years of experience in the financial services industry. Robert has a proven track record of success in providing investment advice and guidance to individuals, families, businesses, and institutions. He is currently registered with UBS Financial Services Inc. and holds multiple securities licenses including Series 7, 31, 63, and 65. Robert has extensive experience in financial planning, portfolio management, and investment strategies. He is dedicated to providing personalized service to clients and helping them 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.
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.
See schedule d - miscellaneous
1
2
DC
02/27/2009 - Present
UBS Financial Services Inc. (WASHINGTON DC)
MO
07/01/2003 - 02/17/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/03/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/23/1985 - 09/05/1986
BELLAMAH, NEUHAUSER & BARRETT, INC.
IA
Issued 02/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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