Unclaimed
Tricia Elizabeth Lebo is a registered representative with Citizens JMP Securities, LLC. Tricia has been in the industry since January 30, 2010. Tricia has a Series 7, Series 24, Series 63, Series 79, and SIE license. Tricia was previously registered with Citizens Capital Markets, Citizens Securities, Inc., and Banc of America Securities 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.
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
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
05/16/2016 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
11/11/2013 - 05/16/2016
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
04/01/2004 - 11/29/2007
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
TX
02/18/2004 - 04/01/2004
FLEET SECURITIES, INC. (DALLAS TX)
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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