Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wright is a financial advisor who has been in the industry since 2003. Stephen is registered with J.p. Morgan Securities LLC, and has a total of 53 state registrations, 2 IA registrations, 19 SRO registrations and 1 FINRA registrations. Stephen also holds the Series 3, 7, 9, 10, 63, 65 and 66 licenses. Stephen has experience working with a variety of clients including insurance companies, investment companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Stephen is also a Director of the Philadelphia Ronald McDonald House.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
03/15/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
NY
10/26/2005 - 01/05/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
04/20/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
02/04/1999 - 04/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 03/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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