Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Daniel Lonergan is a financial professional with MWA Financial Services Inc. based in Alexandria, LA. Luke is active in the financial industry since March 2020. Luke has a Series 6TO, Series 26, and SIE license.
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.
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.
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LA
03/04/2020 - Present
MWA Financial Services Inc. (Alexandria LA)
BC
Issued 07/03/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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