Unclaimed
Lukas Heckmann is a registered representative with Northwestern Mutual Investment Services, LLC. Lukas has been in the industry for over 2 years, and is licensed in 18 states. Lukas has passed the Series 63, 7TO and SIE exams. Lukas is located in Mt Pleasant, SC and can help with various investment needs.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
SC
08/04/2021 - Present
Northwestern Mutual Investment Services, LLC (Mt Pleasant SC)
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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