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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wright is a financial advisor with over 18 years of experience in the industry. Timothy is currently registered with Morgan Stanley in Sandy, UT, and holds a variety of licenses and registrations, including Series 3, 4, 7, 9, 10, 24, 52TO, 53, 66 and SIE. In addition to his current role, Timothy has previously held positions at E*TRADE Securities LLC and HarrisDirect LLC. Timothy is dedicated to providing clients with comprehensive financial advice and guidance, with a focus on asset allocation, financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
01/03/2006 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
NJ
09/14/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/09/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2008
Series 4 - Registered Options Principal Examination
BC
Issued 07/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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