Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Lyn Molina is a financial advisor with Raymond James & Associates, Inc. in Houston, TX. Lacey has been in the financial services industry since 2012 and has a wealth of experience in providing financial planning and investment advice. Lacey also holds Series 7, 63, 52, 24, and 53 licenses. Previously, Lacey worked at Valic Financial Advisors, Inc. and Next Financial Group, Inc. Lacey's dedication to her clients and her commitment to providing excellent service have made her a respected member of the financial community.
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
TX
10/11/2023 - Present
Raymond James & Associates, Inc. (Houston TX)
TX
03/31/2015 - 09/07/2023
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/10/2013 - 03/27/2015
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
UT
01/12/2012 - 08/28/2013
E*TRADE SECURITIES LLC (SANDY UT)
NJ
07/25/2012 - 06/11/2013
E*TRADE CLEARING LLC (JERSEY CITY NJ)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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