Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christian Luke is a financial advisor with Janney Montgomery Scott LLC, located in Greenville, South Carolina. David has been in the industry since 1991 and has held various roles at several firms including Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc., and J.C. Bradford & Co. David holds Series 7 and Series 63 licenses, along with Series 65 licenses for Investment Advisor Representatives. David is a registered Investment Advisor Representative in both South Carolina and Texas. David is also a co-owner of Bullseye Property LLC, a commercial real estate company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
09/03/2019 - Present
Janney Montgomery Scott LLC (Greenville SC)
SC
02/13/2013 - 09/10/2019
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
SC
05/27/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
NJ
08/14/2000 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/12/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
09/18/1991 - 04/03/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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