Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Schweidler is a financial consultant registered with Florida Financial Advisors, LLC. Lucas has been a financial advisor since January 2025 and holds a Series 65 license. Lucas has experience working with both individuals and businesses. Lucas specializes in financial planning, pension consulting, and portfolio management. Lucas is registered to provide advisory services in Florida and Pennsylvania.
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.
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.
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.
2% of net worth or assets for financial planning clients
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2
PA
01/23/2025 - Present
Florida Financial Advisors, LLC (Philadelphia PA)
Active
Inactive
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