Unclaimed
John Luke Longtine is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC. John Luke Longtine is active in the securities industry since August 17, 2022. John Luke Longtine has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and Uniform Combined State Law Examination. John Luke Longtine is registered to provide investment advice in all states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
09/16/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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