Unclaimed
Lucas Schroeder is a financial professional with over 17 years of experience in the securities industry. Lucas is a registered representative with T. Rowe Price Investment Services, Inc., a well-established and reputable firm. Lucas Schroeder holds several licenses, including Series 7, Series 63, and Series 24. Schroeder is registered in 53 states and the District of Columbia. Lucas is committed to providing clients with comprehensive financial advice and guidance.
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.
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2
MD
08/30/2006 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
BC
Issued 01/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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