Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Felbel is a financial advisor with Dynamic Wealth Advisors, a firm headquartered in Phoenix, Arizona. Lucas has over six years of experience in the financial services industry, having previously worked at M.S. HOWELLS & CO. He is licensed to provide investment advice in Arizona and holds the Series 65 and Series 66 licenses. Lucas is also a Registered Options Principal and holds the Series 4 license. Lucas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. He also provides model portfolio advisor services to third-party programs. Lucas is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
05/21/2024 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
AZ
11/01/2017 - 03/19/2020
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2020
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 57 - Securities Trader Exam
BC
Issued 11/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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