Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Giordano is a financial advisor with Ameriprise Financial Services, LLC. Lucas has been in the industry since 2004 and has experience working with a variety of clients, including individuals, businesses, trusts, and charitable organizations. Lucas is registered to provide investment advice in several states, including California, Texas, and others. Lucas holds the Series 7, Series 24, Series 63, and Series 66 licenses, as well as the SIE designation. Lucas also has experience as an independent insurance broker and owns several other businesses.
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 services
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.
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2
CA
04/20/2018 - Present
Ameriprise Financial Services, LLC (Woodland CA)
CA
12/05/2008 - 04/27/2018
LPL FINANCIAL LLC (WOODLAND CA)
CA
11/22/2006 - 12/11/2008
SIGNATOR INVESTORS, INC. (SACRAMENTO CA)
CA
06/07/2004 - 09/18/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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