Unclaimed
Luke Paetzold is a financial professional with a focus on investment banking, having held roles at leading firms including Teneo Securities LLC and Tangent Capital Partners, LLC. Luke's experience also includes time at G.C. Andersen Partners Capital, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Luke is currently registered with GT Securities, Inc. and holds both Series 79 and Series 63 licenses.
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.
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.
1
2
CA
05/08/2024 - Present
GT Securities, Inc. (LOS ANGELES CA)
NY
01/08/2020 - 03/08/2023
TENEO SECURITIES LLC (NEW YORK NY)
NY
07/11/2019 - 12/18/2019
TANGENT CAPITAL PARTNERS, LLC (NEW YORK NY)
NY
11/21/2017 - 07/23/2019
G.C. ANDERSEN PARTNERS CAPITAL, LLC (NEW YORK NY)
NY
08/23/2011 - 07/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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