Unclaimed
Lucas John Vignari is a financial advisor who has been in the industry since April 2017. Lucas is registered with Ameriprise Financial Services, LLC. Lucas is registered in 27 states and has been with Ameriprise Financial Services, LLC since March 2020. Ameriprise Financial Services, LLC is a large firm with over $1 trillion in assets under management. The firm provides a wide range of financial services, including financial planning, investment management, and retirement planning. The firm has offices nationwide and provides services to individuals, families, and businesses.
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.
1
2
NY
05/18/2020 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
BOTH
Issued 10/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lucas Vignari is the right advisor for you? Invested Better is here to help.