Unclaimed
James Lucidonio is a financial advisor based in Sicklerville, New Jersey. James has been in the financial services industry since February 3, 1989. James is currently registered with Allstate Financial Services, LLC. James has been registered with Allstate Financial Services, LLC since February 6, 2024. Prior to joining Allstate Financial Services, LLC James worked at Citizens Securities, Inc. and Cetera Investment Services LLC. James has passed the Series 6, 7, 26, and 66 exams and the SIE exam. James holds a valid license to provide financial advice in New Jersey.
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.
1
2
NJ
02/06/2024 - Present
Allstate Financial Services, LLC (SICKLERVILLE NJ)
NJ
08/17/2022 - 08/31/2023
CITIZENS SECURITIES, INC. (SEWELL NJ)
NJ
06/30/2022 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (SEWELL NJ)
NJ
02/28/2005 - 07/11/2022
ALLSTATE FINANCIAL SERVICES, LLC (SICKLERVILLE NJ)
NJ
06/15/1988 - 12/13/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
06/15/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Lucidonio is the right advisor for you? Invested Better is here to help.