Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucie? Claim Your ProfileLucie Lortz is a registered representative with Schwab Wealth Advisory, Inc. in Indianapolis, IN. Lucie has been in the industry since 2019 and is licensed to provide investment advice in 51 states and the District of Columbia. Lucie has also held prior positions with Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
03/02/2023 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
03/30/2019 - 09/25/2020
EDWARD JONES (SHELBYVILLE IN)
BOTH
Issued 05/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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