Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lukowski is a financial advisor with over 25 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and has also held positions at Independent Financial Group, LLC, Waterstone Financial Group, Inc., Dreher & Associates, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. Joseph offers a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
IL
05/09/2023 - Present
Osaic Wealth, Inc. (NAPERVILLE IL)
IL
10/15/2009 - 12/31/2012
INDEPENDENT FINANCIAL GROUP, LLC (NAPERVILLE IL)
IL
10/28/2002 - 10/14/2009
WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)
IL
04/28/1997 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NJ
06/10/1991 - 02/27/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/10/1991 - 02/27/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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