Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lucas is a financial advisor in LEXINGTON, KY. Jeremy has been working in the financial industry since August 2009. Jeremy is registered with Stifel, Nicolaus & Company, Inc. and is licensed in 17 states. Jeremy specializes in providing financial planning and portfolio management services to individuals, businesses, and institutional clients. Jeremy has a strong background in the financial services industry, having previously worked at First Empire Securities, Inc. Jeremy is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
KY
04/22/2020 - Present
Stifel, Nicolaus & Company, Inc. (LEXINGTON KY)
NY
08/20/2009 - 03/15/2019
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Lucas is the right advisor for you? Invested Better is here to help.
