Unclaimed
Luke Alger is a registered representative of Truist Advisory Services, Inc. in Brentwood, Tennessee. Luke has been in the securities industry since December 20, 2013. Luke has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Luke is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Nevada, New Hampshire, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Luke's current firm, Truist Advisory Services, Inc., offers a variety of financial services including financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and wrap fee product and financial profiling services using desktop software.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TN
05/12/2017 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
TN
12/21/2013 - 08/08/2014
PARK AVENUE SECURITIES LLC (BRENTWOOD TN)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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