Unclaimed
Regenia Blackwell is a financial advisor in Augusta, Georgia. Regenia has been in the industry since 1996 and is currently registered with Morgan Stanley. Regenia has been with Morgan Stanley since June 2009. Regenia Blackwell has also previously worked at CITIGROUP GLOBAL MARKETS INC. and THE ROBINSON-HUMPHREY COMPANY, LLC. Regenia Blackwell has held various licenses and certifications over the years, including Series 63, Series 66, Series 7, Series 8, Series 31, and SIE. Regenia is also a member of the Edgefield County Government, SC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
06/01/2009 - Present
Morgan Stanley (Augusta GA)
GA
06/13/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUGUSTA GA)
GA
07/22/1996 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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