Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Owen Wright is a financial advisor with over 40 years of experience in the industry. William is a Registered Representative and Investment Advisor Representative at Infinity Financial Services Advisory. William also has experience with Girard Securities, Inc., CFD Investments, Inc., Sentra Securities Corporation, and more. William is a Certified Financial Planner™ professional, and specializes in retirement planning, estate planning, and other financial services. William is registered with the state of Hawaii, Kansas, Missouri, and New Mexico.
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.
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.
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2
CA
05/12/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
HI
02/18/2015 - 06/05/2015
WALL STREET FINANCIAL GROUP, INC. (Kapaa HI)
HI
11/11/2014 - 01/21/2015
CFD INVESTMENTS, INC. (Kapaa HI)
HI
11/16/2010 - 07/24/2014
GIRARD SECURITIES, INC. (KAPAA HI)
KS
10/31/2005 - 10/06/2010
SAGEPOINT FINANCIAL, INC. (WICHITA KS)
AZ
04/03/1997 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
05/14/1996 - 04/02/1997
SECURA INVESTMENTS, INC. (APPLETON WI)
MO
03/19/1996 - 04/19/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
CA
01/09/1995 - 02/23/1996
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/31/1989 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
09/26/1978 - 03/12/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
12/02/1982 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
10/29/1981 - 06/21/1982
SHEARSON LOEB RHOADES INC.
NA
05/06/1981 - 10/21/1981
FIRST MID-AMERICA INC.
NA
09/06/1978 - 05/28/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
07/22/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 01/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1983
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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