Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Gianfrancesco Fray is a financial advisor with Charles Schwab & CO., Inc. in Orlando, Florida. Lucas has been working in the financial services industry since 2017 and has experience working with individual investors. Lucas holds Series 7, Series 10, Series 9, and Series 63 licenses, as well as the SIE exam. Lucas is registered in Florida and Texas as a Registered Representative and Investment Advisor Representative. Lucas is affiliated with Charles Schwab & CO., Inc. and has been with the firm since 2017. Lucas has previously worked at Westgate Resorts and the University of Central Florida. Lucas is a Registered Representative and Investment Advisor Representative with Charles Schwab & 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
08/20/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
08/18/2017 - 04/12/2021
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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