Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Gorman is a registered representative with Key Investment Services LLC, a firm that manages between $1 billion and $10 billion in assets. Luke is licensed in Oregon, Arizona, California, Hawaii, Idaho, Indiana, Maryland, and Washington. Luke has been in the securities industry since January 15, 2020. Luke is a Registered Representative and Investment Adviser Representative, and specializes in providing investment advice to individuals and businesses. Luke also provides selection of other advisers services to clients.
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.
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.
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2
OH
03/08/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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