Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Lucy is a financial advisor with Morgan Stanley Distribution, Inc. Michael has over 9 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 63 securities licenses. Michael is also a licensed securities agent in 52 states and Puerto Rico. Michael has experience providing financial advice to individuals and families. Michael specializes in retirement planning, investment management, and college savings.
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.
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.
1
2
MA
01/15/2022 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
01/23/2018 - 01/15/2022
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MO
03/09/2012 - 02/27/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 03/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lucy is the right advisor for you? Invested Better is here to help.
