Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lukas? Claim Your ProfileLukas Pawlowski is a financial advisor with Benjamin F. Edwards & Company, Inc. Lukas has been in the industry since 2008 and has a Series 7, Series 63, and Series 65 license. Lukas has experience working with individuals, businesses, and retirement plans. Lukas also has experience working with charitable organizations. Lukas is registered with the state of Connecticut as both a broker-dealer and an investment advisor. Lukas is committed to providing his clients with personalized financial advice and investment management services.
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.
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2
MO
11/16/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
CO
09/27/2022 - 10/21/2022
ALPS DISTRIBUTORS, INC. (DENVER CO)
CT
01/01/2007 - 10/07/2020
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
IA
Issued 04/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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