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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Wright is a financial advisor with over 15 years of experience in the industry. Thomas is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. He is licensed in multiple states, including California, Texas, Arizona, Florida, Minnesota, Nevada, Washington, and District of Columbia. Thomas holds the Series 7 and Series 66 licenses as well as the SIE exam. Prior to joining Wells Fargo Clearing Services, LLC, Thomas worked for Wells Fargo Investments, LLC. Thomas is a dedicated and experienced financial advisor who works with a diverse clientele. He focuses on providing individualized investment guidance to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, pension plans, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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.
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2
CA
03/16/2018 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
06/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HAYWARD CA)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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