Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Saddlemire is a financial advisor registered with Janney Montgomery Scott LLC, a large firm with $1 billion - $10 billion in assets under management. Luke has been a financial advisor for several years, working with clients to meet their financial goals. Luke is also registered with Rockefeller Financial LLC and Rockefeller Capital Management, both of which are larger firms with over $1 billion in assets under management. Luke is a Certified Financial Planner and a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
04/11/2023 - Present
Janney Montgomery Scott LLC (SARATOGA SPRINGS NY)
NY
05/17/2021 - 03/30/2023
PRINCIPAL SECURITIES, INC. (Latham NY)
NY
02/01/2021 - 05/20/2021
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Luke Saddlemire is the right advisor for you? Invested Better is here to help.
