Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Andreassen is a registered representative with Charles Schwab & Co., Inc. and has been in the securities industry since December 18, 2006. Luke is licensed to sell securities in 51 states and the District of Columbia. Luke also holds the Series 7, Series 9, Series 10, and Series 66 licenses. Previously, Luke was registered with TD Ameritrade, Inc., Scottrade, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
06/22/2018 - Present
Charles Schwab & CO., Inc. (Oakland CA)
NE
02/26/2018 - 04/02/2018
TD AMERITRADE, INC. (OMAHA NE)
CA
09/29/2014 - 02/26/2018
SCOTTRADE, INC. (SAN FRANCISCO CA)
TX
12/03/2009 - 10/03/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/01/2008 - 02/24/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/08/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
08/03/2005 - 01/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
MN
08/03/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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