Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Michael Sutter is a financial advisor registered with Truist Advisory Services, Inc., and holds a Series 7, Series 6, and Series 66 licenses. Sutter has over 16 years of experience in the financial services industry and has worked for various firms, including CUNA Brokerage Services, Inc., Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., and WAMU Investments, Inc. Sutter specializes in providing financial planning, portfolio management, and financial profiling services to individuals, businesses, and charitable organizations. Sutter offers advisory services through both Truist Advisory Services, Inc. and Truist Investment Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/19/2016 - Present
Truist Advisory Services, Inc. (DUNEDIN FL)
FL
01/24/2011 - 02/18/2015
CUNA BROKERAGE SERVICES, INC. (LUTZ FL)
FL
06/13/2008 - 07/06/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/16/2007 - 03/20/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
03/15/2006 - 11/02/2007
WAMU INVESTMENTS, INC. (TAMPA FL)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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