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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lucius is a financial advisor with over 3 years of experience in the industry. She has a strong track record of success in helping clients achieve their financial goals. Jennifer is a licensed broker and investment advisor representative, and she holds a Series 65, Series 66, and Series 7TO licenses. She is also a Registered Principal with Morgan Stanley. Jennifer is committed to providing her clients with personalized financial advice and guidance. She is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Jennifer is dedicated to helping her clients build a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/27/2025 - Present
Morgan Stanley (Tampa FL)
FL
02/03/2020 - 11/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
06/19/2019 - 12/10/2019
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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