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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luci? Claim Your ProfileLuci Rebecca Woodard is a registered investment advisor representative with Morgan Stanley in Florence, Alabama. Luci has been in the financial services industry since 2007 and is licensed to provide investment advice in several states. Luci is a licensed broker with the state of Texas and holds a Series 65 license, authorizing her to provide investment advice to individuals and businesses. In addition to her work with Morgan Stanley, Luci is an election poll official for the Lawrence County Alabama Commission.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
04/15/2020 - Present
Morgan Stanley (Florence AL)
AL
01/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HUNTSVILLE AL)
IA
Issued 03/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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