Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Henry Morgan is a registered investment advisor representative with Planmember Securities Corp. and has been in the industry since March 31, 1999. Morgan has a Series 6, Series 63, and SIE license and is registered in Florida, New York, and Virginia. Luke Henry Morgan is also a registered investment advisor in New York. In addition to their role at Planmember Securities Corp., Luke Henry Morgan is also an insurance agent and tax preparer for Mutual, Inc. Morgan works with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Morgan specializes in providing investment supervisory services, financial planning, pension consulting, educational seminars, and portfolio 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.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
07/26/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
04/01/1999 - 08/19/2010
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
BC
Issued 04/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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