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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Michael Luckey is a financial advisor with Stonex Advisors Inc., with over 15 years of experience in the financial services industry. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds both Series 65 and Series 66 licenses. He is a certified financial planner with a focus on providing financial planning services to individuals, families, and small businesses. Eric has a strong understanding of investment strategies, retirement planning, and estate planning. He is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Eric has worked for several other firms including WRP Investments, Inc., LPL Financial LLC, PNC Investments, NatCity Investments, Inc. and Ameriprise Financial Services, 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.
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.
Financial consulting services
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
06/15/2017 - Present
Stonex Advisors Inc. (Connellsville PA)
PA
05/16/2012 - 09/12/2014
WRP INVESTMENTS, INC. (CONNELSVILLE PA)
PA
06/17/2010 - 10/31/2011
LPL FINANCIAL LLC (MT PLEASANT PA)
PA
11/13/2009 - 05/27/2010
PNC INVESTMENTS (UNIONTOWN PA)
PA
04/23/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (UNIONTOWN PA)
PA
12/21/2006 - 11/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PITTSBURGH PA)
IA
Issued 07/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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