Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Theodore Sotir is an investment advisor representative and registered representative with Equitable Advisors, LLC. Luke has been active in the financial services industry since April 1993 and holds the Series 6, 7, 63, and 65 licenses. Luke also has a current FINRA registration and SRO registration. Luke specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Luke is also approved to conduct business activities outside of the Equitable network and is an approved life settlement broker. In addition to their work with Equitable Advisors, Luke is also a controlling shareholder, VP, and Treasurer of Highland Insurance Brokerage, Inc., a partner in Three Dyke Road LP, a managing member of Goose Rocks Beach Holdings LLC, and a board member and treasurer of Christ Revolution Church.
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.
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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2
NH
02/08/2023 - Present
Equitable Advisors, LLC (PORTSMOUTH NH)
NY
04/02/1993 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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