Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Hyma Scanlan is an investment advisor representative with Clearstead Advisory Solutions. Luke has been in the industry since 2014. Luke holds a Series 7, Series 63 and SIE license. Luke is also a Chartered Financial Analyst. Luke's previous experience includes working at Fidelity Brokerage Services LLC in Merrimack, New Hampshire and Fidelity Investments in Merrimack, New Hampshire. Luke also worked at Wilbanks, Smith & Thomas Asset Management in Norfolk, Virginia. Luke's firm, Clearstead Advisory Solutions, is a registered investment advisor that provides investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration; financial planning; pension consulting and portfolio management. Clearstead Advisory Solutions manages over $22 billion in assets for individuals, businesses, and institutions.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
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VA
04/25/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (Norfolk VA)
NH
07/14/2014 - 08/14/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 07/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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