Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Austin Sayre is a financial advisor with Morgan Stanley. Lucas has been in the financial services industry since 2015. Lucas is registered in 53 states and the District of Columbia. Lucas is also a registered Investment Advisor in New York and Texas. Lucas holds the Series 63, 66, 7, 9 and 10 securities licenses. Lucas also holds the SIE exam. Lucas has experience working at CHARLES SCHWAB & CO., INC. and MORGAN STANLEY SMITH BARNEY LLC. Lucas's office is located in New York, NY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/13/2022 - Present
Morgan Stanley (New York NY)
NY
08/25/2015 - 02/28/2022
CHARLES SCHWAB & CO., INC. (New York City NY)
BOTH
Issued 09/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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