Unclaimed
Lucas McMillan is a financial professional with experience in the securities industry. Lucas is currently registered with Fidelity Brokerage Services LLC. Lucas previously worked for AXA Advisors, LLC. Lucas holds the Series 66, Series 7TO and SIE licenses.
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.
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.
1
2
NC
10/14/2020 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NC
04/30/2019 - 09/06/2019
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 08/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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