Unclaimed
Lucas Brady Slezak is a registered representative with Northwestern Mutual Investment Services, LLC. Lucas has been in the financial services industry since 2015 and has a Series 7, Series 66, and SIE. Lucas is licensed to provide financial services in 22 states. Lucas has prior experience with MML Investors Services, Inc.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
05/02/2016 - Present
Northwestern Mutual Investment Services, LLC (ERIE PA)
NY
08/26/2008 - 12/07/2009
MML INVESTORS SERVICES, INC. (WILLIAMSVILLE NY)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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