Unclaimed
Michelle Lynette Lucas is a registered representative with LPL Financial LLC and has been in the industry since July 13, 2013. Michelle is licensed in Maryland and has earned the Series 7 and SIE licenses. Michelle specializes in various financial products and services, including Retirement Planning, Estate Planning, College Planning, and Asset Management. Prior to joining LPL Financial LLC, Michelle was associated with WELLS FARGO CLEARING SERVICES, LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MD
10/08/2021 - Present
LPL Financial LLC (CUMBERLAND MD)
MD
03/28/2013 - 06/21/2021
WELLS FARGO CLEARING SERVICES, LLC (CUMBERLAND MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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