Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Satre is a financial professional with over 30 years of experience in the financial services industry. Lucas has been registered with Nuveen Securities, LLC since August 2011. Previously, Lucas held positions at Charles Schwab & Co., Inc., Olde Discount Corporation, and R A F Financial Corporation. Lucas has a broad range of experience and holds several industry licenses, including Series 7, 8, 24 and 63. Lucas is committed to providing clients with personalized financial advice and guidance to help 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.
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
IL
08/02/2011 - Present
Nuveen Securities, LLC (CHICAGO IL)
TX
01/15/1993 - 08/14/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
09/10/1992 - 11/13/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
02/07/1992 - 07/28/1992
R A F FINANCIAL CORPORATION (DENVER CO)
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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