Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edick? Claim Your ProfileEdick Antonio Lucas is a financial professional with over 30 years of experience in the industry. Edick is currently registered with Concourse Financial Group Securities, Inc. and Cetera Investment Advisers LLC and specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Edick holds several industry designations including Certified Financial Planner and Chartered Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
12/26/2018 - Present
Concourse Financial Group Securities, Inc. (Altamonte Springs FL)
FL
02/28/2014 - 12/27/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (ALTAMONTE SPRINGS FL)
FL
04/26/2013 - 03/26/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (ORLANDO FL)
FL
05/08/2012 - 05/07/2013
NEW ENGLAND SECURITIES (MAITLAND FL)
FL
06/21/2004 - 05/01/2012
HORNOR, TOWNSEND & KENT, INC. (APOPKA FL)
TX
05/17/2001 - 07/12/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
VT
04/10/2000 - 05/22/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
04/30/1997 - 04/04/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/30/1997 - 04/04/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/28/1989 - 03/28/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/28/1989 - 03/28/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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