Joe Lucey
Vorstandsvorsitzender bei Secured Retirement Advisors LLC
Profil
Mr. Joseph S.
Lucey is a Chief Executive Officer at Secured Retirement Advisors LLC.
He tailors retirement solutions for his clients and ensures his firm adheres to his vision of providing clients with a top-tier experience, from planning to execution.
He is also a fiduciary advisor.
Mr. Lucey received his undergraduate degree from the University of Phoenix.
He is a Certified Financial Planner professional, Investment Adviser Representative (IAR) and is life and health insurance licensed.
Aktive Positionen von Joe Lucey
| Unternehmen | Position | Beginn |
|---|---|---|
Secured Retirement Advisors LLC
 Secured Retirement Advisors LLC Investment ManagersFinance Secured Retirement Advisors LLC (SRA) is an independent, SEC-registered investment advisor headquartered in St. Louis Park, Minnesota. The firm was founded by Joseph "Joe" Lucey in 2007. SRA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | 01.01.2007 |
Ausbildung von Joe Lucey
| University of Phoenix | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Secured Retirement Advisors LLC
Secured Retirement Advisors LLC Investment ManagersFinance Secured Retirement Advisors LLC (SRA) is an independent, SEC-registered investment advisor headquartered in St. Louis Park, Minnesota. The firm was founded by Joseph "Joe" Lucey in 2007. SRA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
