Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Luksis is a financial advisor currently registered with Osaic Wealth, Inc. in Canonsburg, PA. Robert has been active in the financial services industry since 1999. Robert also has a real estate management business and is an insurance agent, in addition to his work with Osaic Wealth, Inc.. Robert is a Series 63, Series 7 and SIE licensed financial advisor. Robert Luksis has over 23 years of experience in the financial services industry and has provided advisory services to high net worth individuals, corporations, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, state or municipal government entities, 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.
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.
1
2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (CANONSBURG PA)
IN
06/05/2000 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
01/24/2000 - 06/02/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
07/21/1999 - 01/26/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Luksis is the right advisor for you? Invested Better is here to help.
