SH
Stephen Holmes
from Wright Investors Service Inc
Stephen Holmes is a financial advisor based in Connecticut, Shelton,
with 22 years of experience. Stephen currently works for
Wright Investors Service Inc.
Stephen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Holmes works at Wright Investors Service Inc
Wright Investors Service Inc is a financial advisory firm based in Shelton, Connecticut. It currently has approximately $720,552,314 of assets under management and employs about 18 people. Wright Investors Service Inc uses a fee structure of a percentage of assets under your management, subscription fees and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, subscription fees and fixed fees
Office location
2 Corporate Drive, Suite 770, Shelton, Connecticut, 6484
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