Joe Lucey
Director Ejecutivo en Secured Retirement Advisors LLC .
Perfil
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.
Cargos activos de Joe Lucey
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director Ejecutivo | 01/01/2007 |
Formación de Joe Lucey.
| University of Phoenix | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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