Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Porter Lucier is a financial professional with over 20 years of experience in the industry. Marci holds a Series 7, Series 63, and Series 65 license. Marci is currently registered with SHP Wealth Management, LLC and previously worked at Deutsche Bank Securities Inc., Berthel, Fisher & Company Financial Services, Inc., Lehman Brothers Inc., State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Offroad Securities, Inc. Marci specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Marci is committed to providing her clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
1
2
MA
04/27/2021 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
CA
07/15/2004 - 11/20/2015
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
IA
05/05/2004 - 06/01/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NY
09/22/2003 - 04/14/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
IL
12/10/2002 - 09/25/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
05/10/2001 - 09/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
07/14/2000 - 11/14/2000
OFFROAD SECURITIES, INC. (SAN FRANCISCO CA)
IA
Issued 08/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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