Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas John Kokubo is a financial advisor with Ameriprise Financial Services, LLC, a large financial services firm with over $479 billion in assets under management. Lucas is registered in the state of Michigan as a Registered Representative and Investment Advisor Representative, and is also registered in Texas as a Registered Representative. He has been in the securities industry for over 10 years and has a Series 66, Series 7 and Series 6 TO license. Lucas has experience working with individuals, families, and businesses on a variety of financial planning needs. Lucas is passionate about helping clients achieve their financial goals, and takes pride in providing personalized service and advice.
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.
Asset allocation services
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.
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MI
06/20/2023 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
02/14/2023 - 03/07/2023
J.P. MORGAN SECURITIES LLC (HUNTINGTON WOODS MI)
MI
06/17/2022 - 10/13/2022
MORGAN STANLEY (Birmingham MI)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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