Unclaimed
Mae Luchetti is an active investment advisor representative registered with Edward Jones. Mae has been in the industry since September 5, 2001, and has been with Edward Jones since April 2006. Mae is registered to provide investment advice in 26 states, including Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Mae also holds Series 7 and Series 66 licenses.
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.
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.
See schedule d - miscellaneous
1
2
MI
01/09/2019 - Present
Edward Jones (DEWITT MI)
MA
04/23/2003 - 04/05/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/23/2003 - 04/05/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
01/02/2003 - 04/30/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
09/06/2001 - 01/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
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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