Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Dipietro is a financial advisor who has been in the industry since September 28, 2011. Lucas is currently registered with Centaurus Financial, Inc. Lucas has been registered with Centaurus Financial, Inc. since October 19, 2016. Lucas was previously registered with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Lucas is licensed to offer securities and investment advice in the following states: Arizona, California, Hawaii, Idaho, Illinois, Maine, Massachusetts, Missouri, Montana, Nevada, New Jersey, North Carolina, North Dakota, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming. Lucas specializes in offering financial planning, portfolio management, and pension consulting services to both individuals and businesses.
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.
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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CA
01/13/2023 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
05/16/2014 - 11/15/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PASADENA CA)
CA
09/15/2011 - 05/02/2014
CENTAURUS FINANCIAL, INC. (MONROVIA CA)
BOTH
Issued 08/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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