Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Dancy-cabeal is a financial professional with over 15 years of experience in the industry. Lucas is currently registered as a broker and investment advisor representative with The Ameriflex Group and has held past registrations with PRINCIPAL SECURITIES, INC., Studio 9 Financial and Insurance Services, and Christian Financial Strategies and Insurance Solutions LLC. Lucas holds Series 6, 63, 65, and SIE licenses and has an extensive background in financial planning, investment management, and insurance. Lucas specializes in providing financial guidance to high-net-worth individuals, businesses, pension and profit-sharing plans, 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.
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.
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
TN
10/30/2023 - Present
THE Ameriflex Group (Mt. Juliet TN)
TN
07/14/2008 - 11/01/2023
PRINCIPAL SECURITIES, INC. (MT JULIET TN)
IA
Issued 10/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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