Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle W Lukaszewicz is a financial advisor with Osaic Wealth, Inc., licensed in several states. Kyle has been working in the financial industry since 2007, providing financial planning services to individuals, businesses, and charitable organizations. Kyle is a Chartered Financial Consultant and has the Series 6, 7TO, and 63 licenses. In addition to his financial advisory work, Kyle is also involved in several other businesses, including insurance sales, estate administration, and real estate management.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Farmingdale NY)
NY
05/15/2009 - 01/12/2018
NORTHEAST SECURITIES, INC. (FARMINGDALE NY)
NY
10/10/2007 - 05/18/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Lukaszewicz is the right advisor for you? Invested Better is here to help.
