Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Luke is a financial advisor at Ameriprise Financial Services, LLC with over 30 years of experience in the industry. William is registered in 16 states and has experience working with a variety of clients, including high-net-worth individuals, businesses, and pension and profit-sharing plans. William also offers a range of services, including financial planning, asset allocation, and portfolio management.
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.
Asset allocation 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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MI
04/30/2015 - Present
Ameriprise Financial Services, LLC (Grand Blanc MI)
MI
01/01/2008 - 05/04/2015
WELLS FARGO ADVISORS, LLC (FLINT MI)
MI
12/01/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FLINT MI)
IA
Issued 10/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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