Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Squire-smith is a financial professional with over 3 years of experience in the financial services industry. Luke is currently registered with Bofa Securities, Inc. and is located in San Francisco, CA. Luke is a Series 63, SIE, and Series 79 licensed professional. Luke previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in San Francisco, CA.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
CA
05/10/2019 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
CA
02/24/2016 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BC
Issued 03/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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