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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Anthony Lukas is a financial advisor with over 35 years of experience in the industry. Raymond is currently registered with Osaic Wealth, Inc. Raymond has previously worked at SECURITIES AMERICA, INC., INVESTACORP, INC., SHEARSON LEHMAN HUTTON INC., E. F. HUTTON & COMPANY INC and PAINEWEBBER INCORPORATED. Raymond specializes in a variety of areas including Financial Planning, Pension Consulting, and Educational Seminars. Raymond is a Series 65, Series 63, Series 24, Series 79TO, SIE and Series 7 holder.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/14/2024 - Present
Osaic Wealth, Inc. (Holyoke MA)
MA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Holyoke MA)
MA
01/23/1990 - 07/17/2020
INVESTACORP, INC. (SPRINGFIELD MA)
NY
04/11/1988 - 12/12/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/02/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
02/19/1986 - 10/13/1987
PAINEWEBBER INCORPORATED
IA
Issued 12/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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