Unclaimed
Luke Mitchell is a financial advisor with over 11 years of experience in the industry. Luke has a strong background in investment banking and securities. Luke is currently registered with Tripletree, LLC in New York. Prior to joining Tripletree, LLC, Luke was with EDGEMONT CAPITAL PARTNERS, L.P. in New York. Luke holds the Series 7, Series 24, Series 63, Series 79 and SIE licenses. Luke is licensed in New York and Minnesota.
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.
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.
1
2
NY
07/14/2021 - Present
Tripletree, LLC (New York NY)
NY
10/02/2009 - 05/06/2021
EDGEMONT CAPITAL PARTNERS, L.P. (NEW YORK NY)
BC
Issued 11/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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