Unclaimed
Fikry Louis Lansing is a financial professional with over 29 years of experience in the financial services industry. Fikry is currently registered with Momentum Independent Network Inc. Prior to that, Fikry has worked with a number of financial institutions including A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., and PFS Investments Inc. Fikry is a Certified Financial Planner and a Chartered Financial Analyst. Fikry specializes in providing financial planning services, educational seminars, publication of periodicals, selection of other advisors, 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.
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.
12b-1 fees
1
2
CA
06/16/2004 - Present
Momentum Independent Network Inc. (OXNARD CA)
MO
11/21/2002 - 06/18/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/25/1994 - 11/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
06/29/1994 - 11/03/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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