Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke King is a registered investment advisor representative, with over 15 years of experience in the financial industry. Luke is currently employed by Fidelity Personal and Workplace Advisors. Luke is licensed in 52 states, as well as the District of Columbia and Puerto Rico. Previously Luke was with TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Luke provides a full range of financial planning and investment management services to individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
09/12/2013 - 02/20/2014
TD AMERITRADE, INC. (DRAPER UT)
UT
06/14/2004 - 09/13/2013
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 01/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Luke King is the right advisor for you? Invested Better is here to help.
