Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter B Lucia is a financial advisor with over 20 years of experience in the industry. Peter is registered with LPL Financial LLC and holds Series 63, 65, 7 and SIE licenses. Peter is a licensed advisor in 12 states. Peter has previously worked with Nationwide Securities, LLC and 1717 Capital Management Company. Peter has a background in securities, insurance and real estate and provides consulting and other non-discretionary advisory services as well as traditional financial planning and portfolio management services.
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
FL
05/04/2020 - Present
LPL Financial LLC (BOYNTON BEACH FL)
FL
08/01/2008 - 05/04/2020
NATIONWIDE SECURITIES, LLC (JUPITER FL)
FL
04/15/2005 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (TEQUESTA FL)
FL
12/18/2003 - 04/19/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
MO
12/07/2000 - 01/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 12/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Lucia is the right advisor for you? Invested Better is here to help.
