Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Luccas is an active investment advisor representative registered in Wisconsin. He has been in the industry since 2012. Aaron Luccas is currently registered with Northwestern Mutual Investment Services, LLC, and has been with the firm since 2011. He is also registered with Northwestern Mutual Life Insurance Company since 2009. Aaron Luccas is a Series 6, 7, 63 and 65 licensed individual.
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.
Investment research; referrals to other advisers
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.
Referral fees
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WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (GERMANTOWN WI)
IA
Issued 05/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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