Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Luckey is a financial advisor registered with Commonwealth Financial Network. James has been working in the financial industry since October 6, 2003. The advisor has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. James is also registered as an Investment Advisor Representative in Pennsylvania. James is currently registered with Commonwealth Financial Network and has worked with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY in the past. James is licensed to sell insurance through Luckey Agency, Inc. and owns rental properties through a family real estate holding company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/26/2016 - Present
Commonwealth Financial Network (Beaver PA)
PA
10/06/2003 - 08/31/2016
MSI FINANCIAL SERVICES, INC. (BEAVER PA)
PA
10/06/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MONACA PA)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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