Unclaimed
Anthony Luneckas is a financial advisor with over 20 years of experience in the industry. Anthony holds licenses in multiple states, including Florida, Iowa, Texas, and Minnesota. Anthony is a registered representative of Cambridge Investment Research Advisors, Inc., which has been in business since 1981 and employs over 3,000 investment professionals. Cambridge Investment Research Advisors, Inc. has over $87 billion in assets under management. Anthony specializes in financial planning, portfolio management, and investment advice. Anthony can help individuals and families achieve their financial goals through a variety of investment products and services.
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
IA
10/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Iowa City IA)
IA
01/01/2004 - 11/22/2011
ING FINANCIAL PARTNERS, INC. (WEST BRANCH IA)
IA
03/12/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
03/11/1999 - 03/11/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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