Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Paez is a financial professional with experience in the securities industry. Lucas Paez is currently registered with Fifth Third Securities, Inc. in Boca Raton, FL. Lucas Paez is also registered as an investment advisor representative in Florida. Lucas Paez previously worked with Citizens Securities, Inc. and Wells Fargo Clearing Services, LLC in West Palm Beach, FL. Lucas Paez holds Series 7, 63, and 66 securities licenses. Lucas Paez specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lucas Paez is experienced in working with individual clients, corporations and other businesses, pension and profit sharing plans, pooled investment vehicles, and charitable organizations.
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.
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.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
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2
FL
08/26/2024 - Present
Fifth Third Securities, Inc. (WEST PALM BEACH FL)
FL
08/01/2023 - 05/13/2024
CITIZENS SECURITIES, INC. (West Palm Beach FL)
FL
09/16/2022 - 07/27/2023
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
BOTH
Issued 8/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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