Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Allen is a financial advisor at Commonwealth Financial Network. Luke has been in the financial industry since 2013 and has experience working with clients of all types, including individuals, families, businesses, and non-profits. Luke is dedicated to providing his clients with personalized financial advice that helps them achieve their goals. He offers a variety of services, including financial planning, investment management, and retirement planning. Prior to joining Commonwealth Financial Network, Luke worked at several other firms, including MML Investors Services, LLC, ADP Broker-Dealer, Inc., Cantor Fitzgerald & Co., and Realty Capital Securities, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/25/2024 - Present
Commonwealth Financial Network (NORWELL MA)
MA
10/31/2022 - 02/27/2023
MML INVESTORS SERVICES, LLC (HINGHAM MA)
NJ
02/18/2020 - 01/26/2021
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
01/16/2016 - 05/01/2018
CANTOR FITZGERALD & CO. (NEW YORK NY)
MA
04/30/2013 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Luke Allen is the right advisor for you? Invested Better is here to help.
