Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Baker is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Lucas has a strong understanding of the financial markets and has helped clients achieve their financial goals for many years. He has been in the financial services industry for over 4 years, beginning with Fidelity Brokerage Services LLC. Lucas is also licensed in 40 states, including Ohio and Texas. He is a highly skilled and experienced financial advisor who can help you meet your financial objectives.
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
OH
11/22/2022 - Present
Morgan Stanley (Cincinnati OH)
KY
12/15/2020 - 10/11/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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