Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Enrique Lucero is a registered investment advisor representative with Edelman Financial Engines. Javier has been in the industry since 2007 and has a Series 7, Series 66, and SIE licenses. He is licensed to offer investment advice in both New Mexico and Texas. Before joining Edelman Financial Engines, Javier worked with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Javier has a diverse background in the financial services industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NM
05/02/2023 - Present
Edelman Financial Engines (ALBUQUERQUE NM)
NM
12/21/2011 - 04/19/2022
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
NM
10/23/2009 - 11/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
12/19/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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