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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Michael Luckman is a financial advisor registered with Osaic Wealth, Inc., a registered investment advisor. Curtis Michael Luckman has been in the financial services industry since October 4, 1997. Curtis Michael Luckman holds the Series 3, 4, 6, 7, 24, 27, 53, 63, and 66 licenses and has earned the Certified Financial Planner designation. Curtis Michael Luckman is also registered with the state regulatory authorities of Arizona, California, Connecticut, Delaware, Florida, Georgia, Louisiana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Wisconsin.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MA
05/14/1998 - 02/05/2004
FRANKLIN SECURITIES L.L.C. (FOXBORO MA)
CT
04/07/1997 - 11/13/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 01/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/28/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1998
Series 3 - National Commodity Futures Examination
BC
Issued 04/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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