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 securities professional with over 20 years of experience in the financial services industry. Robert has worked at various firms including Donaldson, Lufkin & Jenrette Securities Corporation, WGS Capital, LLC, and Silver Leaf Partners, LLC. Robert is currently a registered representative of Pickwick Capital Partners, LLC. Robert holds the Series 63, Series 7, and Series 24 licenses. He is also a registered representative in New Mexico.
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.
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2
NY
05/16/2020 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
NY
06/29/2016 - 05/20/2020
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
CT
07/05/1994 - 07/28/2004
WGS CAPITAL, LLC (SOUTHPORT CT)
NJ
01/23/1984 - 08/03/1989
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 06/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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