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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Cardoso Watson is a financial advisor with over 30 years of experience in the industry. Lucy holds several licenses, including Series 6, 7, 26, 63, and 65, and has expertise in various areas, including financial planning, pension consulting, and portfolio management for individuals and businesses. Lucy has worked with Cetera Investment Advisers LLC since 2023 and has experience working with various client types including individuals, businesses, charitable organizations, and pension plans. Lucy has previously worked with Vicus Capital, Inc. and Walnut Street Securities, Inc.
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Miami FL)
FL
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (MIAMI FL)
NY
01/24/1996 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
PA
06/15/1993 - 01/30/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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