Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lucas is a financial advisor with Fidelity Brokerage Services LLC. He holds the Series 7TO, SIE and Series 63 licenses. William has been in the industry since January 15, 2022 and is currently registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in 53 states. William Lucas was previously employed at Etoro USA Securities Inc. in Hoboken, New Jersey.
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.
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RI
06/05/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NJ
09/14/2021 - 02/01/2024
ETORO USA SECURITIES INC. (Hoboken NJ)
BC
Issued 10/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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