Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Ferster is a financial advisor with over 10 years of experience in the financial services industry. Lucas currently works with LPL Enterprise, LLC and specializes in financial planning, portfolio management for individuals and businesses. Lucas holds a Series 66, Series 9, Series 10 and Series 24 license and is registered with the state of Michigan and South Carolina. Lucas is also a registered Investment Advisor Representative in the state of Michigan and South Carolina. Lucas previously worked at Raymond James Financial Services, Inc. and Cantella & Co., Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MI
08/29/2024 - Present
LPL Enterprise, LLC (Ann Arbor MI)
MI
12/04/2020 - 11/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALINE MI)
MA
10/25/2012 - 08/06/2013
CANTELLA & CO., INC. (MALDEN MA)
BOTH
Issued 01/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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