Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Ann Lucas is a registered investment advisor with Raymond James Financial Services Advisors, Inc.. Sheri Ann Lucas has been in the industry since April 25, 1988. Sheri Ann Lucas has been with Raymond James Financial Services Advisors, Inc. since January 2009. Prior to that, Sheri Ann Lucas was with Eверен Securities, Inc. from September 4, 1990 to August 17, 1995. Sheri Ann Lucas has also been registered with Prescott, Ball & Turben, Inc. from April 26, 1988 to September 4, 1990. Sheri Ann Lucas has passed the Series 63, Series 65, Series 7 and Series 24 exams. Sheri Ann Lucas is registered in 24 states, including Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, New York, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Vermont, and Virginia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
07/19/2012 - Present
Raymond James Financial Services Advisors, Inc. (CINCINNATI OH)
MO
09/04/1990 - 08/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
04/26/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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