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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lee Luke is an investment advisor representative at Cetera Investment Advisers LLC in Overland Park, KS. Adam has been in the financial services industry for over 20 years, and is registered to conduct business in 26 states. His areas of specialization include financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers. Adam is dedicated to helping clients achieve their financial goals, and has a strong track record of success. Prior to joining Cetera Investment Advisers LLC, Adam was employed by Foresters Financial Services, Inc. and Foresters Advisory Services, LLC in Overland Park, KS.
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.
1
2
KS
01/12/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
02/18/2002 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 06/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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