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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Lucier is a financial advisor with Cetera Investment Advisers LLC. Isaac is a registered representative and investment advisor representative. Isaac has worked as a financial advisor for over 7 years. He has a Series 6, 7, 63, and 65 license and holds a SIE certificate. Isaac holds designations in various specializations that are useful for his clients. He can be reached at the Cetera Investment Advisers LLC branch office in Glen Allen, Virginia. Isaac is also a public notary.
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.
A percentage of the total value of assets under management is charged.
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VA
07/15/2021 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
11/04/2015 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
IA
Issued 7/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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