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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lukchis is a financial professional with over 16 years of experience in the industry. Michael has a strong background in securities and investments, having worked for several prominent financial institutions, including Allianz Global Investors Distributors LLC, Morgan Stanley DW Inc., and PIMCO Investments LLC. Michael is currently an Investment Adviser Representative at Cavanal Hill Investment Management, Inc. Michael is registered to provide investment advisory services in 11 states. Michael is also registered with FINRA and the MSRB. Michael's focus is on providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
OK
08/21/2019 - Present
Cavanal Hill Investment Management, Inc. (TULSA OK)
CO
09/23/2015 - 09/27/2016
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
09/26/2012 - 06/18/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
02/14/2011 - 09/05/2012
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
11/06/2006 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CT
10/05/2005 - 05/24/2006
MORGAN STANLEY DW INC. (DANBURY CT)
IA
Issued 09/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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