Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Maitland Lukeman is a financial advisor with over 35 years of experience in the industry. Ted currently works for Osaic Wealth, Inc. and has a branch office location in Spring, Texas. Prior to working with Osaic Wealth, Inc., Ted worked at several other firms including, Financial Network Investment Corporation, CitiStreet Equities LLC, Nationwide Investment Services Corporation, 1st Global Capital Corp., MONY Securities Corp., and First Investors Corporation. Ted offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ted is registered in Texas, North Carolina, and Delaware.
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
TX
05/23/2011 - Present
Osaic Wealth, Inc. (SPRING TX)
TX
04/30/2003 - 04/27/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CYPRESS TX)
NJ
03/07/2000 - 04/24/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
OH
01/09/1997 - 03/30/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
02/17/1994 - 12/31/1997
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
07/19/1991 - 04/04/1994
MONY SECURITIES CORP. (NEW YORK NY)
NJ
05/20/1985 - 07/15/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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