Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kenneth Lucke is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Robert has been in the financial industry for over 30 years and is licensed to provide investment advice in the state of North Carolina. Robert is also a registered representative and investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
03/30/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
VA
05/23/2001 - 07/29/2004
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NY
03/16/1994 - 05/29/2001
QUICK & REILLY, INC. (NEW YORK NY)
MO
09/01/1993 - 03/24/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 01/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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