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Lucy Elizabeth Valandra is a financial advisor professional located in Dexter, MI. They specialize in financial advisory.
Lucy Elizabeth Valandra - Copper Beech Wealth Management holds an active professional license (FINRA CRD) for your protection.
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Lucy Elizabeth Valandra operates Copper Beech Wealth Management in Dexter, Michigan, offering financial advisory services. She holds a FINRA CRD license number 7689127, which registers her with the Financial Industry Regulatory Authority. This credential demonstrates her registration and compliance with federal securities regulations governing financial professionals. Clients in the Dexter area can reach out to discuss their financial planning needs with a licensed advisor.
Lucy Elizabeth Valandra's FINRA CRD (Central Registration Depository) license indicates she is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment advisors in the United States. This registration means she has met baseline qualifications and is subject to FINRA's oversight, compliance rules, and disciplinary procedures. Clients working with a FINRA-registered advisor gain the protections of regulatory supervision and can verify her registration status through FINRA's public database. This credential signals her participation in the regulated securities industry.