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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Fleron Morris is an investment advisor representative with Fidelity Personal and Workplace Advisors. Luke has been in the industry since January 2009, working for various firms including Signator Investors, Inc. and MML Investors Services, Inc. before joining Fidelity Personal and Workplace Advisors in July 2018. Luke is registered as a Broker-Dealer and Investment Advisor in multiple states across the country. Luke holds licenses in Series 6, 7, 9, 10, 63, and 65, as well as the SIE exam. Luke is also a Certified Financial Planner.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
09/09/2009 - 08/18/2010
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
11/25/2008 - 08/26/2009
MML INVESTORS SERVICES, INC. (TAMPA FL)
IA
Issued 10/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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