Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke W. Mutchie is an investment advisor representative with Oxford Wealth Group, LLC based in Orlando, FL. Luke holds the Series 7, Series 66, and Series 65 licenses. Luke has over 9 years of experience in the financial services industry. Previously, Luke was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and EDWARD JONES.
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.
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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FL
02/06/2023 - Present
Oxford Wealth Group, LLC (ORLANDO FL)
FL
11/15/2021 - 09/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
08/29/2017 - 11/17/2021
EDWARD JONES (ST AUGUSTINE FL)
IA
Issued 09/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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