Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Schnare is a registered representative with Wells Fargo Clearing Services, LLC. Lucas has been in the securities industry since January 2023. Lucas is registered with the states of Texas and South Carolina and holds Series 63, Series 65, Series 7TO, and SIE licenses. Lucas's previous employment experience includes Fidelity Brokerage Services LLC and several other positions in the hospitality and marketing industries. Lucas has a diverse background and is dedicated to providing clients with personalized investment solutions.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/20/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
NH
01/27/2023 - 10/11/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 05/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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