Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Lucci is a financial professional with over 24 years of experience in the industry. Christian is currently registered with Charles Schwab & CO., Inc. and previously worked at TD AMERITRADE, INC., SCOTTRADE, INC., MORGAN STANLEY DW INC. and MORGAN STANLEY DEAN WITTER ONLINE INC.. Christian holds Series 4, 7, 9, 10, 24, 52, 53 and 63 licenses, as well as the SIE and Series 66 exams. Christian is licensed in 36 states, and is a registered investment advisor in Ohio. Christian is also a partner with Jumpstart Equestrian LLC, which focuses on sports and physical recreation. Christian offers financial planning services, and participates in Charles Schwab's wrap fee program sponsor and financial planning advisor referral program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
01/27/2022 - Present
Charles Schwab & CO., Inc. (Westlake OH)
OH
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Westlake OH)
OH
03/04/2005 - 02/26/2018
SCOTTRADE, INC. (MENTOR OH)
NY
11/01/2000 - 02/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
09/14/1999 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
FL
06/23/1999 - 08/27/1999
GSG SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/02/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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