Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wayne Luczak is a financial advisor registered with Rothschild & Co. US Inc. in Santa Monica, California. Kevin has been working in the financial services industry since 2016. Kevin holds FINRA Series 63, 79 and SIE licenses. Kevin is also registered with the state of California. Kevin was previously employed with WELLS FARGO SECURITIES, LLC.
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.
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.
1
2
CA
06/06/2017 - Present
Rothschild & Co. US Inc. (Santa Monica CA)
CA
09/29/2015 - 10/13/2016
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 10/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Luczak is the right advisor for you? Invested Better is here to help.
