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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Judson is a financial advisor with Fidelity Personal and Workplace Advisors. Luke has been in the financial services industry since 2017 and is licensed to provide investment advice in Indiana and Texas. He holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Luke has prior experience working as a financial advisor at Morgan Stanley, PNC Investments and Mutual of Omaha Investor Services. Luke specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Luke is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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
IN
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (CARMEL IN)
IN
04/19/2023 - 09/25/2023
PNC INVESTMENTS (GREENCASTLE IN)
IN
05/21/2018 - 05/11/2023
MORGAN STANLEY (Indianapolis IN)
IN
08/22/2017 - 06/07/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (INDIANAPOLIS IN)
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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