Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Sowers is a financial advisor at Fidelity Personal And Workplace Advisors with over 20 years of experience in the financial services industry. Lucy has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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
FL
11/14/2022 - Present
Fidelity Personal AND Workplace Advisors (BRADENTON FL)
PA
01/31/2020 - 09/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
01/16/2018 - 02/03/2020
SANTANDER SECURITIES LLC (MECHANICSBURG PA)
PA
06/11/2012 - 01/04/2018
CITIZENS SECURITIES, INC. (DILLSBURG PA)
PA
06/06/2008 - 05/21/2012
PNC INVESTMENTS (HANOVER PA)
PA
12/04/2007 - 05/16/2008
PRIMEVEST FINANCIAL SERVICES, INC. (YORK PA)
PA
05/01/2003 - 12/07/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (DOVER PA)
PA
04/29/2002 - 05/01/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
IA
Issued 06/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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