Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lukawski is a registered investment advisor representative with Global View Capital Management LLC. Jeffrey has been in the industry since September 2020 and is also a Medicare agent with White Oak Benefits and a firefighter with the Greensboro Fire Department. Jeffrey has experience in marketing, education and sales of insurance and advisory services. Jeffrey specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals and participants of 401(k), 403(b), 457 and Simple retirement plans.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
NC
10/02/2024 - Present
Global View Capital Management LLC (WINSTON SALEM NC)
Active
Inactive
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