Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Anderson is a financial advisor with Steelpeak Wealth, LLC, based in Woodland Hills, California. Luke has been in the industry since 2017. Luke earned his Series 7, Series 66, and Series 24 licenses and specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses.
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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CA
02/05/2021 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
CA
12/08/2018 - 12/05/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
08/29/2017 - 10/26/2018
EDWARD JONES (SAN DIEGO CA)
BOTH
Issued 09/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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