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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lucas is a financial advisor with over 20 years of experience in the industry. Patricia Lucas is currently registered with Equity Services, Inc. in Virginia. Patricia Lucas has worked with a variety of firms throughout her career, including MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company and Allstate Financial Services, LLC. Patricia Lucas is licensed to sell securities in 12 states including Alaska, Colorado, Florida, Georgia, Maryland, Missouri, New York, North Carolina, South Carolina, Virginia and West Virginia. Patricia Lucas offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Patricia Lucas also holds a Series 6, 7, 63 and 65 licenses and a SIE designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
11/01/2017 - Present
Equity Services, Inc. (ROANOKE VA)
VA
03/25/2017 - 11/03/2017
MML INVESTORS SERVICES, LLC (ROANOKE VA)
VA
04/28/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
04/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
NE
05/30/2000 - 04/25/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 03/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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