Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Donenfeld is a financial professional with over 25 years of experience in the financial services industry. Luke is currently registered with Stifel, Nicolaus & Company, Inc. Luke has a strong background in both investment banking and financial planning, and is dedicated to providing personalized advice to help clients reach their financial goals. Luke has been actively involved in the industry since 1997 and is licensed in several states. He is also a Series 6, 7, 26, 50, 63, 65, and 79TO licensed professional. Luke has a broad range of experience working with individuals, families, businesses, and institutions. Luke is committed to providing clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
04/30/2012 - 03/15/2019
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
04/03/2007 - 07/13/2011
ADVISORS ASSET MANAGEMENT, INC. (MELVILLE NY)
NY
02/17/1999 - 08/15/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MA
07/08/1998 - 03/09/1999
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
TX
09/01/1997 - 05/21/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
MN
06/14/1994 - 06/18/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 06/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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