Unclaimed
Paul Lukas is a registered representative with Janney Montgomery Scott LLC and has been in the industry since February 27, 1995. Paul is licensed to conduct business in 27 states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia. Paul's experience spans over 27 years in the financial services industry. Paul’s primary registration is with Janney Montgomery Scott LLC. Prior to joining Janney Montgomery Scott LLC, Paul was employed by PARKER/HUNTER INCORPORATED and FEDERATED SECURITIES CORP. Paul holds licenses for Series 6, 7, and 66.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
12/14/2022 - Present
Janney Montgomery Scott LLC (CANNONSBURG PA)
PA
06/09/1997 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
PA
02/28/1995 - 06/13/1997
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 08/29/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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