Unclaimed
Lubna Lundy is a financial professional with over 10 years of experience in the industry. Lubna is currently registered with Fidelity Distributors Co. LLC and has a wide range of experience working with clients in various states. Lubna has held previous positions with FIDELITY BROKERAGE SERVICES LLC, NATIONAL FINANCIAL SERVICES LLC, and PERSHING LLC. Lubna is licensed to provide securities advice and hold the Series 7, Series 24, Series 63, and SIE exams. Lubna is dedicated to providing clients with comprehensive financial guidance and personalized solutions to meet their individual needs.
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
NJ
02/11/2022 - Present
Fidelity Distributors Co. LLC (JERSEY CITY NJ)
NJ
11/30/2020 - 02/14/2022
FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)
NJ
08/19/2016 - 11/05/2020
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NJ
04/09/2012 - 07/22/2016
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 02/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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