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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Lukic is an Investment Advisor Representative at Morgan Stanley, located in Milwaukee, WI. Louis has been in the financial services industry for over 40 years. Louis has a variety of registrations, including Series 6, 7, 8, 22, 63, and 65. Louis has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Before joining Morgan Stanley, Louis worked at UBS Financial Services and Citigroup Global Markets. Louis is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/19/2020 - Present
Morgan Stanley (Milwaukee WI)
WI
02/06/2009 - 07/09/2020
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
WI
08/31/2001 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (WAUKESHA WI)
NY
12/10/1984 - 09/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/19/1983 - 12/11/1984
OFFERMAN & CO., INC.
NA
04/26/1982 - 10/17/1983
ALL AMERICAN MANAGEMENT CORPORATION
IA
Issued 04/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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