Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth James Luke is a financial advisor with Cetera Investment Advisers LLC. Kenneth has been in the financial industry since September 19, 2002. Kenneth is registered with the state of Ohio. Kenneth is a Certified Public Accountant, CPA, Partner with Neitzel, Luke & Associates, Inc. Kenneth is also a Board member of the West Shore Osteopathic Foundation. Kenneth has been with Cetera Advisor Networks LLC in El Segundo, CA since January 2013. Kenneth is also registered with Cetera Investment Advisers LLC in Schaumburg, IL since June 2023. Kenneth has passed the Series 6, Series 63, and SIE exams. Kenneth specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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OH
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTLAKE OH)
BC
Issued 6/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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