Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Cleary is a financial advisor with Northwestern Mutual Investment Services, LLC in SHEBOYGAN, WI. Lucas Cleary is registered with the state of Wisconsin and holds the Series 63, Series 7TO, and Series 6TO licenses. Lucas Cleary joined the firm in 10/02/2020 and has been in the financial industry for 10 years.
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
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2
WI
10/02/2020 - Present
Northwestern Mutual Investment Services, LLC (SHEBOYGAN WI)
BC
Issued 10/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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