Unclaimed
Lucia Meyer is a financial advisor with Fidelity Brokerage Services LLC. Lucia has been in the financial services industry since June 27, 2016. Lucia is licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Lucia is a Series 7, Series 10, and Series 63 licensed professional. Lucia previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Thrivent Investment Management Inc.
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
FL
03/28/2019 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
12/09/2016 - 03/14/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/26/2016 - 10/19/2016
THRIVENT INVESTMENT MANAGEMENT INC. (Jacksonville FL)
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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