Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucinda? Claim Your ProfileLucinda Defreitas is a financial advisor associated with Lincoln Investment. Lucinda has been in the financial industry since 2020 and is registered with FINRA and the states of Florida and Louisiana. Lucinda holds the Series 6TO and SIE licenses. Lucinda's specialties include investment advisory services for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
1
2
FL
05/02/2022 - Present
Lincoln Investment (Fort Myers FL)
LA
10/28/2020 - 04/18/2022
HORACE MANN INVESTORS, INC. (BATON ROUGE LA)
BC
Issued 10/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lucinda Defreitas is the right advisor for you? Invested Better is here to help.
