Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Topolski is an investment professional who has been working in the industry since 2018. Luke is currently registered with Equitable Advisors, LLC, which is a national financial services firm. Luke is a registered representative of the firm and is licensed to sell securities in several states, including Florida, Georgia, New York, North Carolina, and Texas. Luke has passed several industry exams, including the Series 63, SIE, and Series 7, and is dedicated to providing his clients with personalized financial guidance. In addition to his role at Equitable Advisors, LLC, Luke is involved in other businesses and organizations, including Sell Farm in North Tonawanda, NY and Western NY Railway Historical Society in Buffalo, NY.
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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NY
01/27/2025 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
BC
Issued 09/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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