Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Paul Lucks is a financial advisor with Mutual Of Omaha Investor Services, Inc. Benjamin has been in the industry for over ten years and holds Series 63, 65 and 6TO licenses. Benjamin is a licensed insurance agent in Nebraska and has experience in insurance lines of business. Benjamin is registered in six states, including Colorado, Iowa, Kansas, Nebraska, South Dakota and Nebraska. Benjamin has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Benjamin is a Registered Representative and Investment Advisor Representative for Mutual Of Omaha Investor Services, Inc. Benjamin is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
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2
NE
04/20/2022 - Present
Mutual OF Omaha Investor Services, Inc. (LINCOLN NE)
IA
Issued 04/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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