Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Craig is a financial advisor who has been in the industry since 2014. Lucas Craig is currently registered with MML Investors Services, LLC and is licensed in Pennsylvania. Lucas Craig has a Series 6 and Series 63 license. Lucas Craig also holds a Series 65 license and has passed the SIE exam. Lucas Craig provides financial planning, portfolio management and selection of other advisers. Lucas Craig is also a licensed agent for Kish Financial Solutions and a W2 employee of Kish Bank. Lucas Craig also owns rental property.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
04/07/2017 - Present
MML Investors Services, LLC (LEWISTOWN PA)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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