Unclaimed
Lucas Pender is a financial advisor who works for First Command Advisory Services in Anchorage, Alaska. Lucas holds a Series 63 and Series 65 license as well as the Series 6TO and SIE licenses. Lucas is also a Registered Representative of First Command Brokerage Services and an Agent of First Command Insurance Services. Lucas has been in the securities industry since 2023 and has worked in both financial and non-financial roles in Alaska, Minnesota, and Montana. Lucas has experience working in transportation, education, and real estate, and is committed to helping individuals and families reach their financial goals. Lucas is able to provide both financial planning and portfolio management services to individuals and families.
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.
Personalized portfolio management to meet individual financial objectives.
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
AK
02/29/2024 - Present
First Command Advisory Services (Anchorage AK)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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