Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Alexandra Lopez is a financial professional registered with Raymond James & Associates, Inc. Lacey is licensed to offer securities and investment advisory services in the state of Florida. Lacey is a recent addition to the industry having joined the firm on December 15, 2023.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/15/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 12/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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