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Lucas W. Settineri

Raymond James & Associates, Inc.

Traverse City, MI

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-21
  • MI RA
    APPROVED
    Since 2024-06-21

Branch Locations

315 N. Division St. Suite 220, Traverse City, MI 49684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Marshall MI 01/2013 03/2023
Raymond James Financial Services - Ballard Wealth Group East Lansing MI 01/2022 05/2022
Cg Financial Services Williamston MI 05/2022 08/2022
Raymond James Financial Services East Lansing MI 08/2022 06/2024
Raymond James Financial Services Advisors, Inc East Lansing MI 08/2023 06/2024
Raymond James & Associates, Inc. Traverse City MI 06/2024 Present
Michigan State University East Lansing MI 08/2020 04/2024
  • 01/2013 → 03/2023
    Student
    Marshall, MI
  • 01/2022 → 05/2022
    Raymond James Financial Services - Ballard Wealth Group
    East Lansing, MI
  • 05/2022 → 08/2022
    Cg Financial Services
    Williamston, MI
  • 08/2022 → 06/2024
    Raymond James Financial Services
    East Lansing, MI
  • 08/2023 → 06/2024
    Raymond James Financial Services Advisors, Inc
    East Lansing, MI
  • 06/2024 → Present
    Raymond James & Associates, Inc.
    Traverse City, MI
  • 08/2020 → 04/2024
    Michigan State University
    East Lansing, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-17
  • S66 Uniform Combined State Law Examination
    2023-08-17
Designations
Other Names
  • Lucas William Settineri
  • Lucas W Settineri

View on SEC IAPD

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STEVEN AUSTIN YENSHAW
TERRY LEE FROEBER
ROBERT JOSEPH FENTON
BARBARA SUE SHELLMAN

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

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