Vice President - Investments@ UBS
San Jose, California, United States
Stephen D. Lucero
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FlashIntel GPTStephen D. Lucero is a highly experienced financial advisor with 33.9 years of work experience. He specializes in strategic financial planning, strategy, financial services, retirement planning, and wealth management. Based in the United States, Stephen has worked at UBS in Switzerland as Vice President - Investments and as a Registered Representative. He has also worked at First Investors in Chicago as a Registered Representative. Stephen's expertise and extensive background make him a valuable asset in the financial industry.
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**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States**AZ,CA,ID,IL,MA,MT,NM,NV,OR,PA,WA,WI |*********| **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
...See MoreWork Experience
Vice President - Investments
Financial Services
Stephen D. Lucero's Professional Milestones
- Vice President - Investments (1999-09-01~): Streamlined investor portfolio to maximize returns and drive sustainable growth.
- Registered Representative (1990-01-01~1992-04-01): Provided exceptional product insights and guidance, ensuring accuracy and efficiency in record-keeping.
Skill
Strategic Financial Planning
Strategy
Financial Services
Retirement Planning
Wealth Management
San
Mutual Funds
Certification
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Other Named Stephen D. Lucero
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Stephen D. Lucero's social media include: Linkedin,
Stephen D. Lucero works for UBS
Stephen D. Lucero's role in UBS is Vice President - Investments
Stephen D. Lucero works in the industry of Financial Services
Stephen D. Lucero's colleagues are Daniel Grandjean,Philipp Schmutz,Anna Nowaczyk
Stephen D. Lucero's latest job experience is Vice President - Investments at UBS
