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Lindsay Luketic

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Lindsay Luketic

Student | Osaic

Alabama, Birmingham, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Lindsay Luketic

Work Experience

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Vice President, Director of Relationship Management at

Advo(k)ate Advisors

June 2022 - Present

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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

mail

********@jsmithlanier.com

Colleagues

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Christy Grow

Medical Technologist

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Steve Wastek

Director & Senior Counsel

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Heather Hawthorne

Managing Director

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Tony Petsis

Representative

John Chitwood

Senior Equity Trader

John Clayton

Registered Rep

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Joseph Leigner

Investment Advisor at WMA Securities

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Jay Stainsby

Senior Vice President - Sales

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