Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Mitchener is a financial advisor with over 7 years of experience in the industry. Lacey has a broad range of experience having previously worked at Citizens Capital Markets and Fifth Third Securities, Inc. Lacey holds Series 7, 79, and 66 securities licenses and currently works at Citizens JMP Securities, LLC.
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.
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.
1
2
NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
07/14/2022 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
09/01/2017 - 06/15/2022
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
05/03/2016 - 08/28/2017
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 06/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lacey Mitchener is the right advisor for you? Invested Better is here to help.
