Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Evan Taylor is a financial advisor with Credit Union Investment Services. Luke is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Luke has over 10 years of experience in the financial services industry. In addition to his work at Credit Union Investment Services, Luke also works as a Financial Services Officer at State Employees' Credit Union. Luke's areas of specialization include Financial Planning, Portfolio Management for Individuals and Educational Seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
10/31/2023 - Present
Credit Union Investment Services (Smithfield NC)
NC
06/26/2018 - 11/03/2021
SECU BROKERAGE SERVICES (SMITHFIELD NC)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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