Unclaimed
Lucas Zabel is a registered representative with Northwestern Mutual Investment Services, LLC. Lucas has been in the financial services industry since 2016. Lucas is currently licensed in New Jersey. Lucas specializes in providing investment advice and financial planning 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NJ
10/12/2018 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
NJ
11/28/2016 - 10/26/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
BC
Issued 11/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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