Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Hefner is a financial advisor with W&S Brokerage Services, Inc. Lucas is a licensed financial advisor with a Series 63, Series 6TO, and SIE. Lucas holds a current securities license in Alabama, California, Iowa, North Carolina, Tennessee, Virginia and West Virginia. Lucas is associated with the Kingsport, TN branch office of W&S Brokerage Services, Inc. Lucas has been in the industry since August 8, 2021.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
08/09/2021 - Present
W&S Brokerage Services, Inc. (Kingsport TN)
BC
Issued 08/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lucas Hefner is the right advisor for you? Invested Better is here to help.
