Directory
>
Lindsay Luketic
Lindsay Luketic
Student | Osaic
Alabama, Birmingham, United States
Lindsay Luketic
Summary
Lindsay Luketic is a seasoned Vice President and Director of Relationship Management with a strong background in investment advisory and insurance. With multiple registrations including Series 6, 63, 65, and 26, Lindsay demonstrates a comprehensive understanding of securities and investment products. She holds prestigious designations such as Chartered Retirement Plan Specialist (CRPS) and Certified Plan Fiduciary Advisor (CPFA), showcasing her expertise in retirement planning and fiduciary responsibilities. Currently, she plays a pivotal role at Advo(k)ate Advisors and Osaic Wealth, where she leverages her skills to enhance client relationships and drive business growth. Lindsay's experience spans various roles, including her previous position at Martin Retail Group, which adds a unique perspective to her current leadership role. Her educational background in Business Administration from Birmingham-Southern College further solidifies her strategic approach to management. Lindsay is committed to fostering innovation in the financial services industry while ensuring compliance and ethical standards are upheld.
Lindsay Luketic
Work Experience
Vice President, Director of Relationship Management at
Advo(k)ate Advisors
June 2022 - Present
Lindsay Luketic
Education
Birmingham-Southern College, BS, Business Administration
January 2007 - January 2011
Frequently Asked Questions about Lindsay Luketic
What is Lindsay Luketic email address?
Lindsay Luketic's primary email address is ********@jsmithlanier.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lindsay Luketic work for?
Lindsay Luketic is a Student at Osaic.
Where Lindsay Luketic graduated from?
Lindsay Luketic holds a degree in from Birmingham-Southern College.
How can I directly contact Lindsay Luketic?
To contact Lindsay Luketic directly, you can use the email address ********@jsmithlanier.com. Complete contact information is available upon registration with Muraena.
Who is Lindsay Luketic?
Lindsay Luketic is a seasoned Vice President and Director of Relationship Management with a strong background in investment advisory and insurance. With multiple registrations including Series 6, 63, 65, and 26, Lindsay demonstrates a comprehensive understanding of securities and investment products. She holds prestigious designations such as Chartered Retirement Plan Specialist (CRPS) and Certified Plan Fiduciary Advisor (CPFA), showcasing her expertise in retirement planning and fiduciary responsibilities. Currently, she plays a pivotal role at Advo(k)ate Advisors and Osaic Wealth, where she leverages her skills to enhance client relationships and drive business growth. Lindsay's experience spans various roles, including her previous position at Martin Retail Group, which adds a unique perspective to her current leadership role. Her educational background in Business Administration from Birmingham-Southern College further solidifies her strategic approach to management. Lindsay is committed to fostering innovation in the financial services industry while ensuring compliance and ethical standards are upheld.
Lindsay`s contact details
********@jsmithlanier.com
Colleagues
COO & CFO
Medical Technologist
Director & Senior Counsel
Advisor
Managing Director
Representative
Senior Equity Trader
Registered Rep
Investment Advisor at WMA Securities
Senior Vice President - Sales