Unclaimed
Lucas Jon Noble is a financial professional with over 16 years of experience in the financial services industry. Lucas is registered with MML Investors Services, LLC and has a Series 6, 7, 63 and 65 license. Lucas is also a Certified Financial Planner and a Chartered Financial Consultant. Lucas has a strong commitment to providing clients with personalized financial advice and guidance. Lucas has a proven track record of helping clients achieve their financial goals. Lucas's areas of expertise include retirement planning, college savings, estate planning, and investment management. Lucas is dedicated to providing clients with the highest level of service and expertise.
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
09/12/2018 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/15/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DANVERS MA)
MA
01/15/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DANVERS MA)
IA
Issued 09/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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