Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lubna? Claim Your ProfileLubna Bathish Jones is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lubna has been in the financial services industry since 1987 and has a broad range of experience in providing financial advice. Lubna is registered to provide investment advice in multiple states and holds various licenses and certifications including Series 3, 7, 63, and 65. Lubna previously worked at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
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2
MI
10/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (TRAVERSE CITY MI)
MI
02/09/2009 - 11/11/2021
UBS FINANCIAL SERVICES INC. (GRAND BLANC MI)
MI
04/02/2007 - 02/10/2009
MORGAN STANLEY & CO. INCORPORATED (FLINT MI)
MI
04/30/1993 - 04/02/2007
MORGAN STANLEY DW INC. (FLINT MI)
NY
09/25/1992 - 03/01/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
07/22/1987 - 09/02/1992
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 03/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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