Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Steele Lukaj is a financial advisor who has been in the industry since 1998. Richard is currently registered with The Bank Street Group LLC, a firm based in Stamford, CT. Richard is licensed in several states and holds several licenses, including Series 7, 24, 63 and 99TO. Richard was previously registered with Bear, Stearns & Co. Inc. in New York, NY.
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.
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.
1
2
CT
10/18/2004 - Present
THE Bank Street Group LLC (STAMFORD CT)
NY
01/24/1996 - 07/19/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 01/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Lukaj is the right advisor for you? Invested Better is here to help.
