Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Lucas is a registered representative with Equitable Advisors, LLC. Kyle Lucas is also registered as an investment advisor representative in 26 states. Kyle Lucas has been in the financial services industry since 2012. Kyle Lucas is a Series 7, Series 63, and Series 65 licensed representative. Kyle Lucas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kyle Lucas provides services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Kyle Lucas has been employed by Equitable Advisors, LLC since 2014. Kyle Lucas is based out of the Bala Cynwyd, Pennsylvania office of Equitable Advisors, LLC.
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.
1
2
PA
02/19/2021 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
04/12/2012 - 11/12/2013
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
IA
Issued 09/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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