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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Lucier is a financial advisor with Fidelity Personal And Workplace Advisors. Michael Lucier has been a registered representative since December 19, 2003 and has experience in the financial services industry for almost 20 years. Michael Lucier is licensed in 29 states and holds Series 66, SIE and Series 7 licenses. Michael Lucier is a registered investment advisor representative in Massachusetts and Texas. Michael Lucier specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Michael Lucier can also assist clients with selection of other advisors and offers educational seminars. Fidelity Personal And Workplace Advisors manages assets in excess of $1 billion.
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.
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
MA
06/05/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MD
12/19/2003 - 04/20/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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