Unclaimed
Brady Lucyk is a financial advisor with Cetera Investment Advisers LLC. Brady is based in Fort Wayne, IN, and has been in the financial services industry since 2018. Brady is registered with the state of Indiana to provide investment advice and securities sales. Brady also holds the Series 6, Series 63, and Series 65 licenses. Brady has experience with various investment products and services, and provides financial planning services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
09/25/2023 - Present
Cetera Investment Advisers LLC (FORT WAYNE IN)
IN
06/16/2022 - 05/05/2023
MML INVESTORS SERVICES, LLC (Fort Wayne IN)
IN
10/11/2021 - 04/18/2022
BANKERS LIFE SECURITIES, INC. (FORT WAYNE IN)
IN
07/09/2018 - 07/15/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IA
Issued 9/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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