Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Elizabeth Lucas is a financial advisor with Fidelity Brokerage Services LLC. She has been registered with the Financial Industry Regulatory Authority (FINRA) since November 3, 2022 and holds the Series 7TO, Series 63, and SIE licenses. Anne has been working in the financial services industry since November 2, 2022. She is registered in 53 states, as well as Puerto Rico and the Virgin Islands.
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
UT
11/03/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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