Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Tagliaferri is a financial advisor with Morgan Stanley. Luke has been in the financial industry for over 2 years. Luke is a registered representative in New York and Texas. Luke holds Series 7TO, Series 66 and SIE licenses and is registered with FINRA. Luke is also registered as an investment advisor representative in New York and Texas. Luke has a broad range of experience serving individual investors, high-net-worth individuals, investment clubs, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses. Luke is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/01/2022 - Present
Morgan Stanley (Purchase NY)
BOTH
Issued 04/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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