Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Irwin Newman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lucas has 1 year of experience in the securities industry. Lucas has passed the Series 7TO, Series 66 and SIE exams. Lucas is registered with the state of New Jersey and Texas. Lucas is also registered as an Investment Advisor Representative (IAR) in New Jersey and Texas. Lucas has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2022. Prior to that, Lucas worked at MML Investors Services, LLC. Lucas has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities. Lucas offers a variety of financial services, including portfolio management, investment advisory services, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
10/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
01/01/2022 - 07/12/2022
MML INVESTORS SERVICES, LLC (Warren NJ)
BOTH
Issued 04/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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