Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucia? Claim Your ProfileLucia Partipilo has been in the financial services industry since 1992. Currently, Lucia is a registered representative and investment advisor representative for Bankers Life Advisory Services, Inc. in Addison, Illinois. Previously, Lucia was affiliated with CETERA INVESTMENT SERVICES LLC in Rosemont, Illinois. Lucia has passed the Series 63, 66, 7, 24, 4, 52TO, and 53 exams. In addition to providing financial advice, Lucia is also a survey taker for BioFortis Research.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
09/04/2020 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IL
12/06/2011 - 04/22/2020
CETERA INVESTMENT SERVICES LLC (ROSEMONT IL)
IL
02/07/2000 - 12/16/2011
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
OH
01/07/2000 - 02/04/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
02/27/1992 - 01/27/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
BOTH
Issued 05/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lucia Partipilo is the right advisor for you? Invested Better is here to help.
