Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Molnar is a registered representative with Valmark Advisers, Inc. Luke has a Series 7TO, Series 66 and SIE. Luke is active in New York and is a registered Investment Advisor Representative. Luke's employment history includes roles at Wegmans Food Markets Inc and Valmark Securities - Coordinated Plan Inc. Luke specializes in providing financial planning, pension consulting, and portfolio management services.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
NY
06/24/2024 - Present
Valmark Advisers, Inc. (Pittsford NY)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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