Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jean Luczkowski-duggan is a financial professional with over 20 years of experience in the industry. Barbara has a Series 6 and Series 26 license. Currently, Barbara works as a registered representative at Innovation Partners LLC where she provides consulting services to qualified retirement plans, and offers financial planning and portfolio management for businesses and individuals. Previously, Barbara was a registered representative for NATIONWIDE SECURITIES, LLC and FARMERS FINANCIAL SOLUTIONS, LLC. Barbara is registered in both Ohio and Florida.
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.
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.
Consulting services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
OH
07/03/2020 - Present
Innovation Partners LLC (Chesterland OH)
OH
09/01/2006 - 07/01/2020
NATIONWIDE SECURITIES, LLC (CHESTERLAND OH)
OH
08/22/2000 - 08/04/2006
FARMERS FINANCIAL SOLUTIONS, LLC (CHESTERLAND OH)
BC
Issued 02/05/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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