Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Lycksell is a financial advisor with over 7 years of experience in the financial services industry. Lucas is registered to provide investment advice in both Connecticut and South Carolina. Lucas currently works for LPL Financial LLC. Previously, Lucas worked for UBS Financial Services Inc. Lucas has passed the Series 7, Series 66, and Series 99TO exams. Lucas specializes in a variety of financial planning services, including retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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
SC
06/08/2023 - Present
LPL Financial LLC (FORT MILL SC)
CT
08/13/2015 - 02/15/2022
UBS FINANCIAL SERVICES INC. (HARTFORD CT)
BOTH
Issued 09/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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