Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Winslow is a financial advisor in Wilmington, NC. Luke is registered as a broker-dealer (BC) and investment advisor representative (IA) in North Carolina and Texas, and is licensed to provide investment advice in California, Florida, Illinois, Mississippi, Oregon, South Carolina, Texas, Virginia, and Washington. Luke is affiliated with Edward Jones, a firm with over 19,000 employees and $824 billion in assets under management. Edward Jones provides financial planning services to individuals, businesses, and institutions. Luke also previously worked as a financial advisor at Wells Fargo Clearing Services, LLC. Luke specializes in providing investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
NC
07/18/2024 - Present
Edward Jones (WILMINGTON NC)
NC
02/10/2023 - 04/10/2024
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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