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Lubna Lundy

Fidelity Distributors Co. LLC

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About Lubna Lundy

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.

Firm Information

Lubna Lundy is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lubna Lundy’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lubna Lundy.
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