Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Nietz is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Luke is a licensed investment advisor in Florida and Texas. He is also licensed to sell securities in all 50 states and the District of Columbia. Luke's professional background includes working at TIAA-CREF Individual & Institutional Services, LLC, Carrington Holding Company, 3 Points Preservation and Raymond James and Associates, Inc. Luke has been in the financial services industry since 2014.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
FL
01/14/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/09/2019 - 11/23/2020
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
NC
11/25/2014 - 06/19/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
FL
06/16/2014 - 09/26/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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