Unclaimed
Lacheal Wright is a financial professional with over 15 years of experience in the industry. Lacheal is currently registered with Fidelity Brokerage Services LLC. Lacheal has held previous positions with National Financial Services LLC and Fidelity Investments Institutional Services Company, Inc. Lacheal has a broad range of licenses and qualifications, including Series 6, 7, and 63, as well as the SIE exam. Lacheal is licensed to offer securities and investment advisory services in 53 states, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
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2
KY
02/04/2014 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
01/03/2014 - 01/14/2014
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 01/17/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
08/04/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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