Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Savocchi is a registered investment advisor representative with New York Life Investment Management LLC. Lucas has been in the industry since March 17, 2019. Lucas holds the Series 7TO, SIE and Series 66 licenses. Lucas is registered to provide investment advice in 51 states and the District of Columbia. Lucas previously worked at NYLIFE SECURITIES LLC and NYLIFE DISTRIBUTORS LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NY
10/04/2022 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NY
05/27/2022 - 10/12/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
03/18/2019 - 05/31/2022
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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