Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Holland Vincer is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Independence, Ohio. Luke has been in the financial services industry since August 2007. Luke holds Series 7 and Series 63 securities licenses and the Series 65 Investment Advisor license. Luke is a licensed and registered advisor in several states and provides investment advisory services to individuals and businesses. Luke is also the CEO of LongView Financial Partners, LLC. Luke is a valuable asset to the Raymond James team and is committed to providing excellent service to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
08/01/2017 - Present
Raymond James Financial Services Advisors, Inc. (Independence OH)
OH
05/16/2012 - 04/27/2015
WESTMINSTER FINANCIAL SECURITIES, INC. (HUDSON OH)
MO
08/03/2007 - 05/16/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
IA
Issued 05/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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