Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lukasz? Claim Your ProfileLukasz Dubienczuk is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Lukasz has been in the financial services industry since October 16, 2019. Lukasz specializes in portfolio management for individuals, financial planning, and selection of other advisors. Lukasz holds Series 7TO, Series 63, Series 24 and SIE licenses. Lukasz is registered to provide securities advice in all 50 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
09/19/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
TX
09/30/2019 - 09/01/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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