Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Vinnola is a financial advisor with D.a. Davidson & Co., based in Denver, Colorado. Luke has been in the industry since 2006, and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Luke's expertise includes working with individuals, families, businesses, and charitable organizations. Luke holds Series 7, 7TO, 24, 63, and 66 licenses and is registered with the state of Colorado.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
02/15/2022 - Present
D.a. Davidson & Co. (DENVER CO)
IL
07/06/2011 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
CO
01/06/2010 - 07/06/2011
CURIAN CLEARING, LLC (DENVER CO)
TN
03/22/2006 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Luke Vinnola is the right advisor for you? Invested Better is here to help.
