Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucien? Claim Your ProfileLucien Sanchez is a Registered Investment Advisor Representative who has been working in the financial industry since 1996. Lucien has been with Wealth Management Services Inc. since October 2018. Prior to joining Wealth Management Services Inc., Lucien was an advisor with several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Raymond James & Associates, Inc.. Lucien holds the Series 6, 7, 63 and 65 licenses.
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.
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.
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FL
01/01/2025 - Present
Wealth Management Services Inc. (SARASOTA FL)
GA
07/09/2012 - 10/26/2016
IFS SECURITIES (ATLANTA GA)
FL
08/27/2010 - 04/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
06/01/2009 - 09/14/2010
MORGAN STANLEY SMITH BARNEY (SARASOTA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SARASOTA FL)
FL
06/17/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SARASOTA FL)
FL
02/21/2001 - 06/30/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
01/25/1996 - 02/27/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/25/1996 - 02/27/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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