Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Matarazzo is a financial professional with over 9 years of experience in the industry. Lucas is registered with MML Investors Services, LLC, and holds a Series 66, Series 7, and SIE licenses. Lucas has worked with a number of firms including VOYA FINANCIAL ADVISORS, INC., PURSHE KAPLAN STERLING INVESTMENTS, MSI FINANCIAL SERVICES, INC., and MCADAM LLC. Lucas specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Lucas's firm has a strong track record of providing high-quality financial advice and investment management services. Lucas has been recognized for his expertise in financial planning, asset allocation, and investment management. Lucas holds a Certified Financial Planner designation and is also a licensed insurance agent. Lucas is committed to providing his clients with personalized and comprehensive financial advice that meets their unique needs.
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 programs
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.
Solicitors fees
1
2
MA
06/15/2021 - Present
MML Investors Services, LLC (BOSTON MA)
MA
02/27/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
10/03/2014 - 03/01/2017
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
08/08/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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