Unclaimed
Lucas Ebbing is a financial advisor in Mt. Sterling, IL. Lucas has been working in the financial industry since 2009. Lucas is registered with MML Investors Services, LLC and has been with them since 2011. Lucas has a Series 6, Series 63, and SIE license and is registered with the state of Illinois. Lucas provides financial planning services to individuals, corporations, and other businesses, and offers educational seminars and portfolio management.
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
IL
01/10/2011 - Present
MML Investors Services, LLC (Mt. Sterling IL)
IL
11/01/2010 - 01/10/2011
MML INVESTORS SERVICES, LLC (PEORIA IL)
IL
02/09/2009 - 10/20/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PEORIA IL)
BC
Issued 01/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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