Unclaimed
Lucas Radice is an investment advisor representative registered with M1 Finance. Lucas has been in the industry since 2021 and has registrations in 53 states and 1 district, covering both Broker-Dealer and Investment Advisor services. Lucas holds the Series 7, Series 66 and SIE licenses and has a background in finance and coaching. Lucas is currently working in the West Chicago branch of M1 Finance.
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.
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.
1
2
IL
04/18/2024 - Present
M1 Finance (West Chicago IL)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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