Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Wayne Schmitz is a registered Investment Advisor Representative with PFS Investments Inc. Luke has been working in the securities industry since 2023. Luke is licensed to provide investment advice in Minnesota. Luke is a registered representative of Primerica Financial Services.
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.
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.
A percentage of the total value of assets under management is charged.
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MN
08/06/2024 - Present
PFS Investments Inc. (NEW HOPE MN)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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