Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lucius is a financial professional with over 25 years of experience in the industry. He holds the Series 6 and Series 63 licenses and is registered to conduct business in Texas. David has a strong background in investments and is dedicated to providing clients with personalized financial advice. He is currently employed by The O.n. Equity Sales Co. and has previously worked for Transamerica Financial Advisors, Inc. David is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
TX
02/09/2012 - Present
THE O.n. Equity Sales Co. (ALLEN TX)
TX
08/05/1996 - 12/31/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (ALLEN TX)
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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