Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Gerald is a financial advisor registered with Edelman Financial Engines. Luke has been in the financial industry since 2018 and has held previous roles with Northwestern Mutual Investment Services, LLC, Fifth Third Securities, Inc., and NYLIFE Securities LLC. Luke's expertise lies in providing financial planning and portfolio management for 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
05/20/2024 - Present
Edelman Financial Engines (AUSTIN TX)
IL
01/30/2023 - 08/04/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OAK BROOK IL)
IL
09/23/2019 - 12/01/2022
FIFTH THIRD SECURITIES, INC. (WESTMONT IL)
IL
07/26/2018 - 03/19/2019
NYLIFE SECURITIES LLC (SCHAUMBURG IL)
BOTH
Issued 11/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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