Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Neff is a financial advisor currently registered with Cuso Financial Services, LP. Luke has been in the industry since 2013 and has experience providing financial advice and investment management services to individuals, families, and businesses. Luke is licensed to sell securities in 24 states and is also a Registered Investment Advisor in Ohio.
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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CA
06/01/2015 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OH
07/22/2013 - 06/01/2015
PNC INVESTMENTS (DAYTON OH)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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