Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Gheta is a financial advisor registered with Charles Schwab & CO., Inc. based in Westlake, TX. Luke has been in the financial services industry since 2016 and has experience in investment advisory and securities trading. Luke has earned the Series 63 and 66 licenses, as well as the Series 7 and SIE exams. Luke specializes in providing financial planning and investment advisory services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/22/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 07/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Luke Gheta is the right advisor for you? Invested Better is here to help.
