Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Burton Wynsma is a financial advisor at First Trust Advisors LP. Luke Wynsma has 9 years of experience in the financial services industry. Luke Wynsma is registered with FINRA and the state of Illinois and has a Series 3, Series 7 and Series 66 license. First Trust Advisors LP is a registered investment advisor with the SEC.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
05/05/2014 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 05/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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