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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anahid? Claim Your ProfileAnahid Luke is a financial advisor with Avantax Advisory Services. Anahid has over 24 years of experience in the financial services industry. Anahid is a Certified Financial Planner® and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Anahid provides financial planning, retirement planning, investment planning, tax efficient income strategies and tax deferred strategies. Anahid is also a licensed insurance agent and offers life, health and long-term care insurance to her clients. Anahid is dedicated to helping her clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/25/2024 - Present
Avantax Advisory Services (Burbank CA)
CA
09/28/2017 - 08/01/2023
INDEPENDENT FINANCIAL GROUP, LLC (Burbank CA)
CA
02/06/2009 - 10/20/2017
NATIONAL PLANNING CORPORATION (BURBANK CA)
CA
01/02/2001 - 02/12/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BURBANK CA)
NY
09/27/1999 - 12/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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