Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Shanks is a financial advisor with PFS Investments Inc. Luke has been in the securities industry since May 31, 2015 and holds the Series 66, Series 26, SIE and Series 7 licenses. Luke has been registered with PFS Investments Inc. since October 10, 2019. Before PFS Investments Inc., Luke was affiliated with Edward Jones. Luke is also a member of BNI Global, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/10/2019 - Present
PFS Investments Inc. (DALLAS TX)
TX
04/28/2015 - 07/02/2019
EDWARD JONES (CARROLLTON TX)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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