Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Ridder is a financial advisor with Fidelity Personal And Workplace Advisors. Luke has been in the financial services industry since May 2019 and has experience in various roles, including working for Fidelity Brokerage Services LLC. Luke has Series 63, Series 66, Series 7, and SIE licenses. Luke currently holds active registrations in Kentucky, Texas and 50 other states. Luke's firm Fidelity Personal And Workplace Advisors has offices in Kentucky, Texas, and across the United States. Fidelity Personal And Workplace Advisors has more than 13,000 clients and over $800 Billion in assets under management.
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.
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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KY
07/16/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
07/24/2018 - 09/09/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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