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Lucas De Servera

Truist Securities, Inc.

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About Lucas De Servera

Lucas De Servera is a registered representative with Truist Securities, Inc. Lucas has been in the securities industry since August 20, 2017. Lucas is licensed in all 50 states and the District of Columbia. Lucas holds the Series 7, Series 63, Series 86 and Series 87 licenses. Lucas is currently employed by Truist Securities, Inc. in Atlanta, Georgia.

Firm Information

Lucas Servera is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lucas Servera’s Registration & Firm History

GA

08/21/2017 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2018

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/13/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lucas De Servera.
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