Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas O'Brien is a financial advisor at Edward Jones. Lucas has been in the financial industry since 2006. Lucas has Series 6, 7, 63, 65, and 66 registrations and is a Certified Financial Planner. Lucas has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals and businesses. Lucas has worked for Edward Jones since 2015. Before that, Lucas worked for MML Investors Services, LLC and Country Capital Management Company.
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.
See schedule d - miscellaneous
1
2
IL
12/12/2018 - Present
Edward Jones (MENDOTA IL)
PA
06/24/2008 - 06/17/2011
MML INVESTORS SERVICES, LLC (NEW CASTLE PA)
IL
06/21/2006 - 06/05/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BOTH
Issued 05/08/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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