Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Jenney is a financial advisor with Ameriprise Financial Services, LLC. Luke has been in the financial industry since 2005. He is licensed to sell securities in Minnesota and North Carolina. Luke specializes in a variety of areas including financial planning, asset allocation, retirement planning, and investment management. He has a deep understanding of the financial markets and a commitment to providing personalized service to his clients. Luke is committed to helping his clients achieve their financial goals.
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.
Asset allocation services
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.
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2
NC
01/04/2019 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
SC
12/05/2016 - 05/24/2017
LPL FINANCIAL LLC (FORT MILL SC)
MN
06/24/2008 - 10/28/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/21/2002 - 07/31/2006
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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