Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chantel? Claim Your ProfileChantel Luke is a financial advisor with Ameriprise Financial Services, LLC. Chantel has been in the financial services industry since 2010. Chantel holds Series 7, 24, 63 and 65 licenses. Chantel previously worked at LPL FINANCIAL LLC and Independence Realty Securities, LLC. Chantel is a licensed advisor in Minnesota and Wisconsin. Chantel specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Chantel's current office is in Hudson, WI.
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.
Asset allocation services
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
WI
05/21/2020 - Present
Ameriprise Financial Services, LLC (Hudson WI)
WI
02/20/2014 - 02/11/2019
LPL FINANCIAL LLC (HUDSON WI)
MN
06/24/2010 - 11/08/2013
INDEPENDENCE REALTY SECURITIES, LLC. (MINNEAPOLIS MN)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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