Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Buehler is an investment advisor representative at The Ameriflex Group, with over 37 years of experience in the financial services industry. Luke specializes in providing comprehensive wealth management, financial planning, and investment advisory services to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and other clients. Luke is registered with FINRA and holds a Series 6, 7, 63, 65 and 66 licenses, along with the SIE and the Operations Professional Examination.
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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2
NY
10/09/2023 - Present
THE Ameriflex Group (Fredonia NY)
NY
09/08/2022 - 10/19/2023
CETERA ADVISORS LLC (FREDONIA NY)
NY
11/28/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FREDONIA NY)
NY
05/22/2007 - 12/31/2011
SECURITIES AMERICA, INC. (JAMESTOWN NY)
NY
10/18/2002 - 05/25/2007
NEW ENGLAND SECURITIES (JAMESTOWN NY)
AZ
07/11/1997 - 11/15/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
10/02/1986 - 07/09/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/02/1986 - 07/09/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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