Unclaimed
Lara Bacon is a financial professional with over 14 years of experience in the financial services industry. Lara is currently registered with The O.n. Equity Sales Co. in Ohio. Lara has a strong background in securities, having passed the Series 7 and Series 63 exams. Lara previously worked at Citigroup Global Markets Inc., Touchstone Securities, Inc., and Fidelity Brokerage Services LLC. Lara has experience in a variety of financial services areas including securities.
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.
1
2
OH
03/06/2020 - Present
THE O.n. Equity Sales Co. (Cincinnati OH)
KY
04/30/2018 - 02/28/2020
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
OH
05/11/2007 - 05/04/2018
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
05/04/2006 - 05/14/2007
FIDELITY BROKERAGE SERVICES LLC (CINCINATTI OH)
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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