Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Daniel Jean-marie is a registered investment advisor representative with The Ayco Company, LP. Lucas has been in the industry since February 25, 2024. Lucas is registered in all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Lucas is also licensed to provide investment advice in New York. Lucas holds the Series 7TO, Series 66 and SIE securities licenses. Lucas is also a financial planner. Lucas has experience in providing financial planning services, portfolio management, and educational seminars. Lucas specializes in working with high-net-worth individuals, other investment advisers, corporations, and charitable organizations. Lucas is committed to providing clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
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.
1
2
NY
02/26/2024 - Present
THE Ayco Company, LP (NEW YORK NY)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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