Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lukas is a financial professional with over 20 years of experience in the financial services industry. Christopher is a registered representative with Lincoln Investment and Capital Analysts. Christopher has a strong background in financial planning, portfolio management, and investment advisory services. He has worked with a wide range of clients, including individuals, families, businesses, and institutions. Christopher is committed to providing his clients with personalized financial advice and guidance. Christopher holds a Series 7, Series 63, and Series 65 licenses, and is a Certified Financial Planner. He is also a member of the Caddie Scholarship committee at Spring Lake Golf Club and is the Treasurer of Manasquan Cares, Inc.
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.
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.
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2
NJ
03/08/2022 - Present
Lincoln Investment (MARLTON NJ)
NJ
01/24/2019 - 02/04/2022
MSEC, LLC (Manasquan NJ)
NJ
06/01/2012 - 01/10/2019
LINCOLN INVESTMENT (MANASQUAN NJ)
NJ
12/21/2007 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MANASQUAN NJ)
NJ
07/30/1999 - 06/29/2007
GEORGE MCKELVEY CO., INC. (SEA GIRT NJ)
BC
Issued 12/06/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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