Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Marquez is a financial advisor at Truist Advisory Services, Inc. Lucas has been in the financial services industry since December 2009. Lucas is registered with the state of Florida and in addition to the state of Florida, Lucas is registered as an Investment Advisor Representative (IAR) in Louisiana, Rhode Island, and Texas. Lucas is a registered representative of Truist Investment Services, Inc., member FINRA/SIPC. Lucas is a Series 7, 6, and 66 licensed financial advisor with more than a decade of experience in providing investment advice and portfolio management services. Lucas has a diverse client base and specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Lucas also offers financial planning services, including retirement planning, college savings planning, and estate planning.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/14/2017 - Present
Truist Advisory Services, Inc. (OCOEE FL)
BOTH
Issued 03/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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