Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Haines Luckenbill is a financial professional with over 20 years of experience in the financial services industry. Thomas is currently registered with Lifemark Securities Corp. as a Registered Representative and Investment Advisor Representative. Thomas has held previous positions with Foresters Equity Services, Inc., Next Financial Group, Inc., NYLIFE Securities Inc., Capital Brokerage Corporation, and Princor Financial Services Corporation. Thomas holds Series 6, 7, 63, and 65 licenses. Thomas offers financial planning, portfolio management for individuals, and selection of other advisors.
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.
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
MO
10/30/2018 - Present
Lifemark Securities Corp. (Columbia MO)
CA
07/08/2016 - 11/06/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MO
11/16/2004 - 07/06/2016
NEXT FINANCIAL GROUP, INC. (COLUMBIA MO)
NY
02/07/2003 - 10/12/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
VA
06/26/2001 - 01/22/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
05/21/1998 - 06/29/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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