Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Staub is a financial advisor with Equitable Advisors, LLC. Lucas has been in the industry since January 2015. Lucas holds Series 66, Series 7, Series 24 and SIE licenses. Lucas is registered in Arizona, California, Florida, Illinois, Michigan, New Hampshire, North Carolina, and Washington. Lucas specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Lucas is also a business owner of Staub, LLC, which operates under the DBA: Lucas Staub and Associates Wealth Management Group.
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.
1
2
IL
03/25/2021 - Present
Equitable Advisors, LLC (PEORIA IL)
BOTH
Issued 01/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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