Unclaimed
Stephen Gregory Wright is a financial advisor with over 20 years of experience in the industry. Stephen has a strong background in securities and investments, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen currently works for Neuberger Berman BD LLC in New York, NY. Stephen is registered to provide investment advisory services in 54 states and jurisdictions.
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.
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.
1
2
NY
03/20/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
06/26/2002 - 10/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 3 - National Commodity Futures Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Stephen Wright is the right advisor for you? Invested Better is here to help.