Unclaimed
Michael Luke Fink is a financial advisor with over 16 years of experience in the financial services industry. Michael Luke Fink is currently registered with Mariner Wealth Advisors, and is licensed to provide investment advisory services in California. Michael Luke Fink is a Certified Financial Planner and holds the Series 66 and Series 7 licenses. Michael Luke Fink has previously worked at Wells Fargo Investments, LLC, EP Wealth Advisors, Highmark Capital Management (Union Bank Private Bank), and U.S. Trust. Michael Luke Fink specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.
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.
Family office services
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
CA
07/16/2024 - Present
Mariner Wealth (El Segundo CA)
CA
05/10/2007 - 07/02/2008
WELLS FARGO INVESTMENTS, LLC (TORRANCE CA)
BOTH
Issued 05/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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