Unclaimed
Jessica Lucas is a financial advisor registered with Fifth Third Securities, Inc. in Kentucky and North Carolina. Jessica has been in the financial industry since 2008, and holds the Series 6, 7TO, 63, and 65 licenses. Jessica specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
KY
11/30/2023 - Present
Fifth Third Securities, Inc. (RICHWOOD KY)
KY
11/13/2009 - 06/09/2010
PNC INVESTMENTS (HEBRON KY)
KY
06/27/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (HEBRON KY)
IA
Issued 4/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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