Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucian? Claim Your ProfileLucian Zaharia is a registered investment advisor representative with First Command Advisory Services, Inc. Lucian has been in the securities industry since 2005 and has experience working with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. Lucian's expertise lies in providing financial planning and portfolio management services. Lucian has obtained the Series 7, Series 63, Series 66, and SIE licenses.
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.
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.
1
2
TX
04/23/2024 - Present
First Command Advisory Services (Houston TX)
TX
04/05/2005 - 11/01/2007
JEFFERIES & COMPANY, INC. (HOUSTON TX)
BOTH
Issued 04/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lucian Zaharia is the right advisor for you? Invested Better is here to help.
