Unclaimed
Lucas McLean is a financial professional with over 4 years of experience in the industry. Lucas is currently registered with Robinhood Financial, LLC and holds Series 3, 7TO, and SIE licenses. Lucas has a strong track record of providing financial advice to clients in a variety of areas. Lucas has previously worked with Fidelity Brokerage Services LLC and Edward Jones.
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.
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.
1
2
CO
04/10/2023 - Present
Robinhood Financial, LLC (Denver CO)
CO
11/15/2022 - 03/15/2023
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
09/01/2020 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
VT
03/02/2019 - 07/21/2020
EDWARD JONES (ST ALBANS VT)
BOTH
Issued 03/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2024
Series 3 - National Commodity Futures Examination
BC
Issued 03/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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