Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas James Reis is a financial advisor with Edward Jones. Lucas has been in the financial services industry since 2010 and has experience working with clients in Arizona and Minnesota. Lucas holds the Series 7, 9, 10 and 66 licenses. Lucas also earned the designation of Certified Financial Planner. Lucas has been with Edward Jones since 2015. Previously, Lucas worked for Charles Schwab & Co., Inc.. Lucas provides financial planning, portfolio management and selection of other advisors. Lucas is also the CFO, Treasurer, and Secretary of Reis Family Fitness, LLC and Reis Fitness, 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.
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.
See schedule d - miscellaneous
1
2
MN
01/07/2022 - Present
Edward Jones (Cottage Grove MN)
AZ
08/22/2013 - 07/21/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
06/28/2010 - 07/11/2013
EDWARD JONES (GILBERT AZ)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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