Unclaimed
Jamal Lucas is a financial professional registered with Northwestern Mutual Investment Services, LLC. Jamal has been in the industry since 2023. Jamal is licensed in multiple states including California, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. Jamal offers investment services to a wide range of clients including banking or thrift institutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
11/16/2023 - Present
Northwestern Mutual Investment Services, LLC (New York NY)
BC
Issued 03/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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