Unclaimed
Luke Anthony Trosclair is a financial advisor currently registered with Ameritas Advisory Services, LLC. Luke has been in the industry since 2006 and holds a Series 63, Series 65, Series 7 and SIE licenses. Luke is registered in 15 states including Alabama, Arkansas, California, District of Columbia, Louisiana, Mississippi, Missouri, Nebraska, New Jersey, Ohio, Texas, Washington, and Wyoming. Luke specializes in working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Luke is also a member of Trosclair Wealth Management, 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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
LA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Prairieville LA)
IA
Issued 07/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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