Peter Lucien Email & Phone Number
Branch Leader, Vice President @ Fidelity Investments
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Peter Lucien Location
- Melrose, MA, US
Peter Lucien Work
- Branch Leader, Vice President @ (May 2025 - Present)
- Branch Leader, Vice President @ (February 2023 - May 2025)
- Branch Leader, Vice President @ (January 2017 - January 2023)
- Branch Leader, Vice President @ (September 2015 - December 2016)
- Branch Leader, Vice President @ (December 2007 - September 2015)
- Assistant Branch Office Leader, Back Bay Boston @ (January 2006 - January 2007)
- Branch Operations Leader, Boston Congress ST Investor Center @ (January 2004 - January 2006)
Peter Lucien Education
- Merrimack College, College of Financial Planning
(Merrimack College, College of Financial Planning)
2003-2005 - Norwich University
BA (Criminal Justice)
1989-1993
Peter Lucien Skills
- Series 7
- Management
- Mutual Funds
- Sales
- Investments
- Sales Management
- Wealth Management
- Asset Allocation
- Retirement
- Uniform Combined State Law
- Customer Retention
- Investment Advisory
- Retirement Planning
- Financial Services
- Estate Planning
- Team Leadership
- Series 63
- Leadership
- Microsoft Office
- Research
- Business Development
- Operations
Peter Lucien Summary
- Peter Lucien, based in Melrose, MA, US, is currently a Branch Leader, Vice President at Fidelity Investments. Peter Lucien brings experience from previous roles at Fidelity Investments. Peter Lucien holds a 2003 - 2005 Merrimack College, College of Financial Planning. With a robust skill set that includes Series 7, Management, Mutual Funds, Sales, Investments and more. Peter Lucien has 3 emails and 3 mobile phone numbers on RocketReach.
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Peter Lucien
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