Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Evanovich is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lucas holds a Series 7TO, Series 66, Series 9, and SIE license. Lucas has been in the industry for 1 year and 9 months. Lucas has been registered in 45 states. Lucas is located in Dublin, Ohio, and has been with Wells Fargo Advisors Financial Network, LLC since August 2023. Lucas previously worked for Morgan Stanley. Lucas has a strong understanding of the financial markets and is dedicated to providing his clients with personalized financial advice.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
09/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
06/07/2022 - 09/21/2023
MORGAN STANLEY (Dublin OH)
BOTH
Issued 11/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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