Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Laputka is a registered representative with Wells Fargo Clearing Services, LLC. Luke has been in the securities industry since September 2020 and has held previous positions at Fidelity Brokerage Services LLC. Luke is a licensed securities professional in the state of Missouri and has a Series 7TO, Series 63, and Series 66 licenses. Luke offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Luke also has experience providing investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
06/05/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
09/08/2020 - 05/23/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 11/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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