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  1. Investment Services
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  3. Michael Lucenti

Michael Lucenti, Financial Advisor, CFS

Michael Lucenti

Financial Advisor
CUSO Financial Services, L.P.
904.549.8658
lucentim@c1cufl.org

You can schedule a complimentary financial review to speak with Micahel at these branch locations:
Bartram | Baymeadows | Beach | San Pablo | UNF

 

From New York, Michael Lucenti is pleased to be a part of Community First as a CFS* Financial Advisor, with over 18 years of financial advisor experience.

Michael holds a Bachelor’s degree in Finance from Rider University. His specialties include Retirement Planning, 401K Rollovers, IRA Consolidation, Life Insurance, Long Term Care and Business Group Benefits. His licenses include CLTC Designation, Series 7, 63, 66 & 24, and Life, Health, and Annuity Insurance.

His goal is to become a lifelong resource to everyone and assist with preparing for retirement, as well as educational, business and estate planning needs.

He enjoys going to the beach, cooking and traveling to new places with his son, Dante.

A quote that Michael aspires to live by from Jim Valvano, “How do you go from where you are to where you want to be?  I think you have to have an enthusiasm for life. You have to have a dream, a goal. And you have to be willing to work for it.”  Michael is licensed to sell securities in Florida and New York. Check the background of this investment professional on FINRA's BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.