Unclaimed
Lucas Frantz is a financial advisor with Cambridge Investment Research, Inc. Lucas has been in the financial services industry since 2024 and holds the Series 63, Series 6TO and SIE licenses. Lucas is registered to sell securities in Pennsylvania. Lucas was previously registered with W&S Brokerage Services, Inc. in Maryland.
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.
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.
1
2
PA
06/11/2024 - Present
Cambridge Investment Research, Inc. (CAMP HILL PA)
MD
11/22/2023 - 02/20/2024
W&S BROKERAGE SERVICES, INC. (OWINGS MILL MD)
BC
Issued 01/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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