Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lucovich is a financial advisor with UBS Financial Services Inc. Jennifer has been in the financial services industry since December 2003. Jennifer is registered with FINRA and holds the Series 7, Series 31, Series 66, and SIE licenses. Jennifer has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
10/26/2020 - Present
UBS Financial Services Inc. (PHOENIX AZ)
AZ
08/01/2012 - 08/06/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/14/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (SCOTTSDALE AZ)
CT
06/01/2009 - 09/29/2010
MORGAN STANLEY SMITH BARNEY (MYSTIC CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MYSTIC CT)
CT
03/03/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MYSTIC CT)
TN
04/07/2004 - 02/28/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
11/27/2003 - 04/07/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Lucovich is the right advisor for you? Invested Better is here to help.
