Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Luke is an Investment Advisor Representative with Avantax Advisory Services. Victor has been in the industry since December 2019 and is licensed to provide financial planning and investment advice in 20 states. Victor holds the Series 7TO, SIE and Series 66 licenses. Victor is a dedicated financial professional with a proven track record of success in providing customized financial solutions. Victor is committed to building long-lasting relationships with clients and helping them achieve their financial goals. Victor also provides legal services in the areas of estate planning and small business advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
08/01/2023 - Present
Avantax Advisory Services (Burbank CA)
CA
12/23/2019 - 08/01/2023
INDEPENDENT FINANCIAL GROUP, LLC (Burbank CA)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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