Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucille? Claim Your ProfileLucille Mae Cueller is an active investment advisor representative with Osaic Wealth, Inc. based in Naples, FL. Lucille has been working in the financial services industry since 1998. Lucille is registered with the state of Florida and is also registered with the states of Alabama, Georgia, Illinois, Indiana, Texas, Virginia, Washington, and Wisconsin. Lucille holds Series 6, 7, 63, and 65 licenses. Lucille also holds the SIE license. Osaic Wealth, Inc. is a Registered Investment Advisor that provides financial planning services.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (WARRENVILLE IL)
IL
12/16/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
CT
07/27/1998 - 12/17/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 04/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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