Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Gray is a financial advisor at Nations Financial Group, Inc. in Cedar Rapids, IA. Lucas has been working in the financial services industry since 2015. He has a strong background in investment management and financial planning. Lucas has a Series 66 and a Series 24 license. He is also registered with the state of Iowa. Lucas specializes in helping individuals and families achieve their financial goals. He works with clients of all ages and stages of life. Lucas has extensive experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Lucas is committed to providing his clients with personalized service and guidance.
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.
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2
IA
02/06/2024 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
IA
03/26/2021 - 01/11/2022
PRAIRIE CAPITAL MARKETS, LLC (Cedar Rapids IA)
IA
06/17/2020 - 12/22/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (INDEPENDENCE IA)
ME
10/02/2017 - 02/20/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IA
06/26/2015 - 06/06/2017
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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