Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lukacs is a registered representative with Raymond James Financial Services Advisors, Inc. Michael is a financial advisor, dedicated to providing comprehensive financial planning services to individuals and families. Michael Lukacs has been serving the financial needs of clients in the Honolulu area since 2007. Michael's experience includes working with clients on a range of financial planning needs, including retirement planning, college savings, estate planning, and investment management. Michael is committed to helping clients 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
10/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (Honolulu HI)
HI
04/24/2017 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
06/14/2007 - 12/22/2008
SIGNATOR INVESTORS, INC. (HONOLULU HI)
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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