Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lucas is a financial advisor who has been in the industry for over 30 years, with experience in various firms. Stephen is currently registered with Cambridge Investment Research Advisors, Inc. and is active in Pennsylvania. Stephen Lucas has experience working with a variety of client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Stephen is also registered as an independent insurance agent for various insurance companies. Stephen is committed to providing his clients with the personalized financial advice they need to achieve their goals.
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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
07/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Mars PA)
PA
09/12/2014 - 07/12/2016
STERNE AGEE FINANCIAL SERVICES, INC. (ELLWOOD PA)
PA
05/20/2010 - 09/12/2014
WRP INVESTMENTS, INC. (ELLWOOD PA)
PA
05/03/2004 - 03/02/2010
METLIFE SECURITIES INC. (ELLWOOD CITY PA)
PA
05/03/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ELLWOOD CITY PA)
NY
06/02/1992 - 04/28/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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