Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Oneill is an investment advisor representative with Cookson Peirce Wealth Management. Luke has been working in the financial industry since 2000 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Luke holds Series 7, Series 63, and Series 65 licenses and is a Chartered Financial Analyst.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/11/2018 - Present
Cookson Peirce Wealth Management (PITTSBURGH PA)
NY
06/27/2003 - 05/24/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
PA
05/15/2001 - 07/27/2001
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MO
04/04/2000 - 01/23/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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