Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lueck is a financial advisor with U.S. Bancorp Investments, Inc. with over 23 years of experience in the financial services industry. Jeffrey is registered with both FINRA and the state of Minnesota and is authorized to provide investment advisory services. Jeffrey's expertise includes investments, securities trading, and financial planning. Jeffrey's main office is located in Saint Paul, MN, with a second location in Emily, MN.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
08/23/2021 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
NY
04/20/1998 - 12/21/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 08/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lueck is the right advisor for you? Invested Better is here to help.
