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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Olan Wright is a financial advisor with CW Advisors, LLC. He has over 20 years of experience in the financial services industry. Stephen is registered with the state of Florida and holds Series 6, 7, 63 and 66 licenses. He is a Certified Financial Planner. Stephen specializes in working with individuals, high-net-worth individuals, and businesses to develop comprehensive financial plans that meet their unique needs. He also provides portfolio management services. Stephen’s current role at CW Advisors, LLC includes providing financial advice and managing investments for clients. Prior to joining CW Advisors, LLC, Stephen held positions at MetLife Securities Inc., Metropolitan Life Insurance Company, and Dean Witter Reynolds Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/29/2021 - Present
CW Advisors, LLC (MIAMI FL)
MA
01/23/2002 - 03/20/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/23/2002 - 03/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/14/1993 - 01/01/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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