Unclaimed
Lucas Skidmore Rameaka is a financial advisor registered in Massachusetts and New Mexico. Lucas has been working in the financial services industry since 2003, and has experience with a variety of firms including John Hancock Funds, LLC, Lazard Asset Management Securities LLC, and Transamerica Capital, Inc. Lucas is currently employed with Thornburg Investment Management Inc., and specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/29/2024 - Present
Thornburg Investment Management Inc. (Medfield MA)
NY
05/04/2021 - 02/15/2023
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
CO
10/15/2018 - 04/06/2021
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MA
04/02/2007 - 10/09/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
10/13/2006 - 04/13/2007
BLACKROCK INVESTMENTS, INC. (BOSTON MA)
MA
10/12/2001 - 10/17/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 11/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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