Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Mackey is an Investment Banking Registered Representative and a Securities Industry Essentials Exam qualified advisor. Luke currently works at RBC Capital Markets, LLC, and has been registered with FINRA since 9/27/2022. Luke has passed the Uniform Securities Agent State Law Examination and holds Series 63, Series 79TO, and SIE licenses. Luke has been in the industry since 2021 and has experience with BELLMARK PARTNERS, LLC. Luke can provide a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Luke's firm is a Registered Investment Advisor with more than $50 billion in assets under management.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NY
09/27/2022 - Present
RBC Capital Markets, LLC (NEW YORK NY)
MA
11/19/2021 - 10/24/2022
BELLMARK PARTNERS, LLC (BOSTON MA)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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