Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy E. Slovon is an investment advisor representative with J.W. Cole Advisors, Inc. based in Tampa, FL. Lucy has been in the industry since January 2002 and has a Series 65 license. Lucy is also a partner and COO of Stuart Financial Group, which provides fixed insurance, client service, operations, and employee training. Lucy is also the president of SFG Marketing, Inc., which develops and executes marketing strategies and advertising. J.W. Cole Advisors, Inc. offers a variety of investment advisory services to individuals, businesses, and charitable organizations.
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.
Hourly & fixed rate consulting
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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FL
03/26/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
IA
Issued 10/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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