Unclaimed
Darlene Lukaszewicz is a financial advisor with Osaic Wealth, Inc. Darlene has been in the financial industry since 1988. Darlene is licensed in several states. Darlene is a Certified Financial Planner. Darlene specializes in financial planning, pension consulting, educational seminars, and selection of other advisers. Darlene also provides portfolio management for businesses and individuals. Darlene's previous experience includes Northeast Securities, Inc. and Lincoln Financial Advisors Corporation.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Farmingdale NY)
NY
05/15/2009 - 01/12/2018
NORTHEAST SECURITIES, INC. (FARMINGDALE NY)
NY
05/04/2006 - 05/18/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
NY
05/01/1990 - 05/03/2006
NORTHEAST SECURITIES, INC. (MITCHEL FIELD NY)
NY
07/20/1989 - 05/11/1990
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
MA
01/19/1988 - 05/03/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
07/16/1988 - 07/26/1989
GLOBAL CAPITAL SECURITIES, INC.
BC
Issued 02/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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