Unclaimed
Luke Franks is a registered investment advisor representative with Fifth Third Securities, Inc. in Fostoria, Ohio. Luke is a Series 63 and 65 licensed professional and has been active in the financial industry since 2021. Luke provides financial planning services and portfolio management for businesses and individuals. Luke's areas of expertise include retirement planning, investment management and estate planning.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/14/2022 - Present
Fifth Third Securities, Inc. (FOSTORIA OH)
IA
Issued 2/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/2/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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