Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Bray is a financial advisor with Fidelity Personal And Workplace Advisors. Lucas has been in the financial services industry since 2019. Lucas has a strong background in financial services, and is committed to providing personalized financial advice to help clients achieve their financial goals. Lucas has a Series 7, Series 63, Series 66, and Series 24 licenses. Lucas has a Bachelor of Science in Nursing from Christ College of Nursing.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
03/23/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
07/17/2019 - 02/01/2023
MM ASCEND LIFE INVESTOR SERVICES, LLC (CINCINNATI OH)
KY
12/03/2018 - 07/01/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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