Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lucas is a financial advisor with over 30 years of experience in the industry. Matthew is registered with Grove Point Investments, LLC and holds licenses in several states including Maryland, Virginia, District of Columbia, Georgia, New York, Florida, Arizona, and California. Matthew has a Series 6 and Series 63 license. Matthew previously worked at PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.
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.
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.
1
2
MD
10/16/2007 - Present
Grove Point Investments, LLC (BETHESDA MD)
MD
04/25/1990 - 09/10/2007
PRUCO SECURITIES, LLC. (BETHESDA MD)
NJ
04/25/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Lucas is the right advisor for you? Invested Better is here to help.
