Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carron? Claim Your ProfileCarron Lynn Lucero is a financial advisor with Equitable Advisors, LLC, with over 27 years of experience in the financial industry. Carron has a broad range of experience in financial services, having worked with several prominent financial institutions. Carron is registered with FINRA and holds a Series 7 and a Series 63 license. Carron is registered to offer investment services in several states, including Alabama, Arizona, Colorado, Florida, Georgia, Maryland, Montana, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and West Virginia.
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.
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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2
FL
10/28/2021 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
FL
03/30/2005 - 09/28/2021
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
05/12/2004 - 03/28/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
04/07/1998 - 03/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
04/01/1998 - 04/29/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
05/17/1994 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BC
Issued 07/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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