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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lueker is an Investment Advisor Representative with Osaic Advisory Services, LLC, based in Allentown, PA. Brian has over 18 years of experience in the financial services industry. Brian is a Registered Representative with FINRA and holds both Series 7 and Series 63 licenses. Brian also holds a Series 65 license, allowing him to provide investment advisory services. Brian focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting. Brian has worked at several prominent financial institutions, including PNC Investments, Walnut Street Securities, Inc., Cetera Advisor Networks LLC, and Triad Advisors LLC.
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
PA
06/08/2018 - Present
Osaic Advisory Services, LLC (Allentown PA)
PA
05/05/2014 - 08/23/2024
TRIAD ADVISORS LLC (Allentown PA)
PA
09/03/2013 - 05/02/2014
CETERA ADVISOR NETWORKS LLC (ALLENTOWN PA)
PA
01/21/2011 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ALLENTOWN PA)
PA
04/02/2007 - 07/22/2010
PNC INVESTMENTS (ALLENTOWN PA)
NY
11/01/2005 - 08/25/2006
R. F. LAFFERTY & CO., INC. (NEW YORK NY)
NY
02/07/2005 - 10/04/2005
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
IA
Issued 12/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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