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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 based in Glen Allen, Virginia. Isaac Lucier is registered as a Registered Representative and an Investment Adviser Representative, and is licensed in Virginia. Isaac Lucier currently works for Cetera Investment Advisers LLC. Isaac Lucier has been in the industry for 7 years. Isaac Lucier has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, General Securities Representative Examination, Securities Industry Essentials Examination, and Investment Company Products/Variable Contracts Representative Examination. Isaac Lucier has specialized in providing Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers services for Individuals and Businesses. Prior to joining Cetera Investment Advisers LLC, Isaac Lucier worked at Foresters Financial Services, Inc. Isaac Lucier is a financial professional who can help you with your financial planning needs.
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 07/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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