Unclaimed
Samuel Wright is a financial advisor based in Atlanta, Georgia. Samuel has been working in the financial services industry since 2014 and currently holds registrations with Voya Investment Management Co. LLC and several states across the United States. Samuel's experience includes various roles with firms like LPL Financial LLC, FSC Securities Corporation, and Sagepoint Financial, Inc., in addition to other positions. Samuel has a strong focus on providing financial advisory services and portfolio management for individuals, investment companies, and pooled investment vehicles. Samuel also provides portfolio management for businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
11/06/2023 - Present
Voya Investment Management Co. LLC (Atlanta GA)
IN
07/05/2022 - 09/07/2022
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
GA
12/18/2018 - 12/10/2019
SAGEPOINT FINANCIAL, INC. (MARIETTA GA)
GA
09/15/2016 - 09/29/2017
FSC SECURITIES CORPORATION (MARIETTA GA)
GA
06/12/2014 - 09/28/2016
LPL FINANCIAL LLC (MARIETTA GA)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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