Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lukas? Claim Your ProfileLukas Graham is a financial professional with over 16 years of experience in the industry. Lukas is currently registered with Fidelity Personal And Workplace Advisors. Previously, Lukas was registered with TD Ameritrade, Inc., LPL Financial Corporation and Fidelity Brokerage Services LLC. Lukas is licensed to provide investment advisory services in Georgia and Texas. Lukas has passed the Series 63, 65, 7, 9, 10 and SIE exams. In addition to financial services, Lukas is also a partner in a rental property business.
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.
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
GA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
OH
07/14/2010 - 08/08/2011
TD AMERITRADE, INC. (CINCINNATI OH)
OH
07/06/2009 - 10/27/2009
LPL FINANCIAL CORPORATION (CINCINNATI OH)
GA
09/07/2006 - 06/25/2009
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
IA
Issued 06/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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