Unclaimed
Lucille Deluca is a financial advisor at Stifel, Nicolaus & Company, Inc. Lucille has been in the industry since April 17, 1990 and is registered to provide investment advice in 43 states. Lucille has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lucille is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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2
PA
07/31/2007 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
01/12/2007 - 07/31/2007
RYAN BECK & CO. (PITTSBURGH PA)
PA
06/25/2005 - 08/18/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
11/23/1988 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BC
Issued 11/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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