Unclaimed
Luke Anthony Costa is a financial advisor with Northwestern Mutual Investment Services, LLC. Luke is registered with the state of Louisiana as a registered representative. Luke has been in the industry since December 31, 2020 and holds the Series 63, Series 7TO and SIE licenses. Luke holds the Certified Financial Planner designation. Luke is also the president of LETIP. Luke provides other advisory services such as investment research and referrals to other advisors. Luke is located at 4884 Bluebonnet Blvd in Baton Rouge, Louisiana.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
10/14/2024 - Present
Northwestern Mutual Investment Services, LLC (Baton Rouge LA)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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