Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yi Luo is a financial advisor currently registered with Hightower Advisors, LLC in Harrisburg, Pennsylvania. David has been in the industry for over 10 years and has held previous positions at EDWARD JONES and The Rail Road Associates. David has a strong background in statistics and education having worked as an adjunct professor for both Shippensburg University and Dickinson College. David provides financial planning, portfolio management for individuals and businesses, and treasury management for corporate clients.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
PA
04/05/2022 - Present
Hightower Advisors, LLC (Harrisburg PA)
PA
01/13/2020 - 06/18/2021
EDWARD JONES (Carlisle PA)
BOTH
Issued 02/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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