Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Colantoni is a financial professional with Cetera Investment Advisers LLC. Lucas has been in the industry for 2 years and holds Series 63, Series 65, Series 7TO and SIE licenses. Lucas is registered with the state of Ohio as a broker-dealer and an investment advisor. Lucas has been associated with Cetera Investment Advisers LLC since June 2024 and has previously worked with Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., PRUCO SECURITIES, LLC. and Dakota Wealth, LLC.
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
OH
06/09/2024 - Present
Cetera Investment Advisers LLC (AVON OH)
OH
03/04/2024 - 05/30/2024
PRUCO SECURITIES, LLC. (Independence OH)
KY
10/07/2021 - 05/13/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
05/01/2021 - 08/23/2021
CHARLES SCHWAB & CO., INC. (Richfield OH)
IA
Issued 12/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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