Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Furman is an investment advisor representative associated with Keenan Financial. Luke has been in the industry since August 2024. Luke holds the Series 65 license. Luke specializes in providing financial planning services, portfolio management for individuals, and portfolio management for businesses. The individual may also be involved in insurance activities as a licensed insurance agent. Keenan Financial has a main office in Boston, MA, and manages approximately 102,705,869 in regulatory assets under management for 1,096 accounts.
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.
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.
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MA
09/16/2024 - Present
Keenan Financial (BOSTON MA)
Active
Inactive
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