Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virgil? Claim Your ProfileVirgil Dean Wright is a registered investment advisor representative with Morgan Stanley. Virgil has been in the securities industry since April 14, 2004. Virgil has been registered with Morgan Stanley since June 2009. Before that, Virgil was a registered representative with CITIGROUP GLOBAL MARKETS INC. Virgil has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams. Virgil is licensed to sell securities in Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Louisiana, Maine, Massachusetts, Mississippi, New Hampshire, New Mexico, New York, North Carolina, Oklahoma, Tennessee, Texas, Virginia, and Washington. Virgil's current employment is with Morgan Stanley in Lafayette, Louisiana.
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
LA
02/09/2011 - Present
Morgan Stanley (Lafayette LA)
LA
04/15/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
IA
Issued 05/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2004
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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