Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Bisbee is a financial professional with Eagle Strategies LLC. Lucas has been in the industry since July 15, 2019. Lucas is registered with the Securities and Exchange Commission as an Investment Advisor Representative and has been licensed in the following states: Colorado, Illinois, Indiana, Kansas, Nevada, Texas, and California. Lucas holds the Series 63, Series 66, Series 7 and SIE licenses. Lucas is a part of the firm's financial planning team and helps clients develop and implement financial plans. Lucas also offers portfolio management services. Lucas is committed to providing clients with personalized financial advice and helping 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.
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.
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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2
CO
05/10/2023 - Present
Eagle Strategies LLC (DENVER CO)
BOTH
Issued 5/8/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 7/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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