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@commonwealth.com
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3 phones found area 914 and 212
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LinkedIn matched
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Michael T. Lucenti is listed as Investment Supervision Principal at Commonwealth Financial Network, a with 1205 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at commonwealth.com, phone signal with area code 914, 212, and a matched LinkedIn profile for Michael T. Lucenti.
Michael T. Lucenti previously worked as Financial Advisor at Cuso Financial Services, Lp At Community First Credit Union and Financial Solutions Advisor at Merrill Edge. Michael T. Lucenti holds Bs, Business Administration from Rider University.
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AeroLeads found 1 current-domain work email signal for Michael T. Lucenti. Compare company email patterns before reaching out.
I am a financial professional, with over 25 years of experience, pursuing my masters degree in education. I believe my wealth of knowledge has positioned me to become a leader in my community and inspire the next generation of educators.
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A career timeline built from the work history available for this profile.
San Diego, California, United States
• Provide suitability review of direct business, including mutual funds, 529s, fixed-indexed and variable annuities, and alternative investments with a high level of accuracy.• Educating advisors on home office procedures, paperwork, and suitability concerns.
Jacksonville, Florida Area
*Customize and develop sound financial plans for members to help identify and prepare for long-term financial goals.*Recommend strategies members can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.*Review members accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.*Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages
Jacksonville, Florida Area
*Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs* Provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of wealth management tools.*Strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments.*Responsible for maintaining existing client relationships by providing day to day service and advice via a telephone based platform.
White Plains, Ny - Jacksonville, Fl
*Worked with management team enforcing FINRA, SEC, and firm regulations regarding all correspondence, customer account opening, as well as marketing and sales materials.*Backed up onsite registered principals performing review of daily client trade blotters, customer accounts and investment suitability.*Responsible for redeveloping and supervising ELEAD sales program to maximize sales generated within agency*Responsible for managing investment advisor team of 30 advisors to promote wealth advisory business within agency.
White Plains, Ny - Jacksonville , Fl
*Work with individuals, families and business owners to analyze their current financial situation through various financial products and advisory services.*Develop appropriate solutions to help people reach financial independence and attain financial success using a comprehensive portfolio of top quality insurance and investment products.*Lead clients through the process of identifying personal and financial goals, taking stock of their existing situation, developing and implementing a plan, and monitoring and reviewing it to assure that progress continues.
Other employees you can reach at commonwealth.com. View company contacts for 1205 employees →
Evone Wilcox
Colleague at Commonwealth Financial NetworkUnited States
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Rb Langille
Colleague at Commonwealth Financial NetworkSan Diego, California, United States
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Allison Coburn (Carpe)
Colleague at Commonwealth Financial NetworkNeedham, Massachusetts, United States
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Brandon Chin
Colleague at Commonwealth Financial NetworkUnited States
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Timber Rodriguez
Colleague at Commonwealth Financial NetworkChicago, Illinois, United States
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Adam Gutierrez
Colleague at Commonwealth Financial NetworkSomerville, Massachusetts, United States
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Priscilla Mahabali
Colleague at Commonwealth Financial NetworkBoston, Massachusetts, United States
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Brian Campbell
Colleague at Commonwealth Financial NetworkMiami-Fort Lauderdale Area, United States
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Tyler Chauncey
Colleague at Commonwealth Financial NetworkAttleboro, Massachusetts, United States
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Mark Hazel
Colleague at Commonwealth Financial NetworkWalpole, Massachusetts, United States
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Quick answers generated from the profile data available on this page.
Michael T. Lucenti works for Commonwealth Financial Network.
Michael T. Lucenti is listed as Investment Supervision Principal at Commonwealth Financial Network.
AeroLeads has found 1 work email signal at @commonwealth.com for Michael T. Lucenti at Commonwealth Financial Network.
AeroLeads has found 3 phone signal(s) with area code 914, 212 for Michael T. Lucenti at Commonwealth Financial Network.
Michael T. Lucenti is based in San Diego, California, United States while working with Commonwealth Financial Network.
Michael T. Lucenti has worked for Commonwealth Financial Network, Cuso Financial Services, Lp At Community First Credit Union, Merrill Edge, Metlife, and National Securities.
Michael T. Lucenti's colleagues at Commonwealth Financial Network include Evone Wilcox, Rb Langille, Allison Coburn (Carpe), Brandon Chin, and Timber Rodriguez.
You can use AeroLeads to view verified contact signals for Michael T. Lucenti at Commonwealth Financial Network, including work email, phone, and LinkedIn data when available.
Michael T. Lucenti holds Bs, Business Administration from Rider University.
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