Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy W. Edwards is a financial advisor who has been in the industry since 1994. Lucy is currently registered with Morgan Stanley and is licensed in multiple states including Alabama and Texas. Lucy also holds the Series 7 and SIE securities licenses. Lucy has previously worked for BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Lucy has experience working with a range of clients including high-net-worth individuals, corporations, charitable organizations, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
06/11/2021 - Present
Morgan Stanley (Gadsden AL)
AL
05/16/2013 - 06/11/2021
BBVA SECURITIES INC. (ONEONTA AL)
AL
01/04/1994 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ALBERTVILLE AL)
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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