Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Wright is a financial advisor with over 39 years of experience in the financial services industry. Thomas has been a Registered Representative with Cambridge Investment Research Advisors, Inc. since 2009. Thomas also holds a Series 24 designation and has passed the General Securities Principal Examination. Thomas holds the Certified Financial Planner designation and provides a range of financial services to individuals, businesses, and charitable organizations. Thomas also works with Mutual Service Corporation, Lowry Financial Services Corporation, USLIFE Equity Sales Corp., IDS Marketing Corporation, and IDS Financial Services 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
08/17/2009 - Present
Cambridge Investment Research Advisors, Inc. (COLUMBUS OH)
OH
03/31/1989 - 08/17/2009
MUTUAL SERVICE CORPORATION (COLUMBUS OH)
FL
11/14/1988 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
NA
05/28/1986 - 12/03/1988
USLIFE EQUITY SALES CORP.
NA
10/13/1983 - 06/21/1986
IDS MARKETING CORPORATION
NA
10/13/1983 - 06/20/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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