Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Terry is an active investment advisor representative with Rehmann Wealth, a registered investment advisor based in Lansing, Michigan. Luke has been in the securities industry since February 11, 2000. Luke has worked with several other firms over the years, including Royal Alliance Associates, Inc., Triad Advisors, Inc., Raymond James Financial Services, Inc., The Chimera Group, LLC, and Peters Securities Co., LP. Luke holds Series 7, Series 63, Series 55, and Series 65 licenses and the SIE exam.
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.
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.
Servicing fees from custodians
1
2
MI
06/08/2011 - Present
Rehmann Wealth (LANSING MI)
MI
02/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (LANSING MI)
MI
07/30/2009 - 02/26/2010
TRIAD ADVISORS, INC. (LANSING MI)
MI
08/06/2003 - 07/30/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANSING MI)
IL
11/11/2002 - 07/24/2003
THE CHIMERA GROUP, LLC (CHICAGO IL)
IL
09/16/1999 - 06/26/2002
PETERS SECURITIES CO., LP (CHICAGO IL)
IA
Issued 03/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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