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Lucien Sanchez

Wealth Management Services Inc.

Sarasota, FL

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Current Employers
Wealth Management Services Inc.

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

Sarasota, FL • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ifs Securities Atlanta GA 07/2012 10/2016
Financial & Business Consulting Sarasota FL 01/2017 01/2025
Medclean Usa Sarasota FL 01/2015 03/2024
Wealth Management Services Inc. Sarasota FL 10/2018 Present
Wealth Management Services Inc. Sarasota FL 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-29
S63 Uniform Securities Agent State Law Examination 1996-01-24
  • S65 Uniform Investment Adviser Law Examination
    2005-03-29
  • S63 Uniform Securities Agent State Law Examination
    1996-01-24

View on SEC IAPD

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