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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Lyons is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Reagan has been in the financial services industry since 2019. Reagan is licensed in 53 states and holds the Series 63, Series 65, and Series 7 licenses. Reagan is registered with the Securities and Exchange Commission and is subject to their oversight. Reagan is also licensed with the Financial Industry Regulatory Authority (FINRA). Fidelity Personal And Workplace Advisors has over $1 Billion in assets under management and has a focus on financial planning, educational seminars, and portfolio management.
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.
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TX
09/10/2021 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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