Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenia? Claim Your ProfileEugenia Lackey bryant is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Eugenia is licensed to provide financial advice in Kentucky, Ohio, and Texas. Prior to joining Fidelity Personal And Workplace Advisors, Eugenia was registered with PFS INVESTMENTS INC. Eugenia has been active in the securities industry since 2019. Eugenia has passed the Series 63, Series 66, and Series 7 exams. Eugenia focuses on providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/10/2024 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
OH
10/21/2019 - 07/26/2022
PFS INVESTMENTS INC. (WEST CHESTER OH)
BOTH
Issued 07/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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