Unclaimed
Luke Jared Edds is a financial advisor with Eagle Strategies LLC. Luke has been in the financial industry since 2022. Luke is licensed in Indiana and Kentucky. Luke holds the Series 7TO, Series 63, and Series 66 securities licenses. Luke is also registered as an Investment Advisor Representative in Kentucky. Luke specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Luke is a Board Member of the Middletown Chamber of Commerce.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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KY
12/06/2023 - Present
Eagle Strategies LLC (LOUISVILLE KY)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/3/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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