Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Smith is a financial advisor at Equitable Advisors, LLC, a firm that manages assets for a wide range of clients, including individuals, corporations, and charitable organizations. Luke has been a financial advisor for 7 days and is registered to provide advisory services in California, New York, and North Carolina. Luke has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Uniform Securities Agent State Law Examination (Series 63).
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.
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NY
01/08/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
BC
Issued 02/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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