Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kostas? Claim Your ProfileKostas Kenneth Luecker is an investment advisor representative at LPL Financial LLC in NORTH RICHLAND HILLS, TX. Kostas has been in the industry since 2008. Prior to joining LPL Financial, Kostas worked at UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and American Funds Distributors, Inc. Kostas holds a Series 6, 7, 63 and 65 license. Kostas is also registered as an investment advisor representative in 28 states.
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.
Consulting and other non-discretionary advisory services
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.
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TX
10/04/2018 - Present
LPL Financial LLC (NORTH RICHLAND HILLS TX)
TX
01/08/2016 - 10/01/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT WORTH TX)
TX
08/19/2015 - 01/19/2016
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
CA
02/18/2014 - 05/11/2015
AMERICAN FUNDS DISTRIBUTORS, INC. (IRVINE CA)
AL
12/22/2010 - 10/29/2013
PROEQUITIES, INC. (BIRMINGHAM AL)
CT
02/11/2008 - 12/14/2010
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
IA
Issued 11/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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