Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wells Lucke is a financial advisor currently registered with MML Investors Services, LLC in Denver, CO. Robert has been in the financial industry since 1992. Robert is also an independent insurance agent, selling dental, disability, fixed annuities, life, accident and health, and long term care insurance. Robert has a Series 6, 26, and 63 license and is currently registered in Arizona, Colorado, and Washington.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CO
03/25/2017 - Present
MML Investors Services, LLC (DENVER CO)
CO
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
12/21/1992 - 01/02/2015
NEW ENGLAND SECURITIES (GREENWOOD VILLAGE CO)
NJ
12/21/1992 - 03/19/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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