Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Lucas is a registered investment advisor representative with Planmember Securities Corp. Gary has been in the industry since January 29, 2003. Gary is registered in Florida, Indiana, Michigan, and Ohio. Gary also holds Series 6, 63, and 65 licenses. Gary has previously worked at LEGEND EQUITIES CORPORATION. Gary also works with Williams & Co dba Williams and Company Financial Services and Michigan Association of Retired School Personnel (MARSP).
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.
Provides investment supervisory services
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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MI
02/22/2016 - Present
Planmember Securities Corp. (Grandville MI)
MI
01/29/2003 - 02/19/2016
LEGEND EQUITIES CORPORATION (GRANDVILLE MI)
IA
Issued 01/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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