Years of Experience
5-20+ Years
COVINGTON, KY
2 Years Experience
0 Disclosures
ADVISOR BIO
Lukas Maverick Bradshaw is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Lukas is a Registered Representative of the firm and holds Series 7TO and Series 66 licenses. Lukas has been in the industry since April 2023. Lukas is licensed to sell securities in all 50 states and the District of Columbia. Lukas is also licensed as an Investment Advisor Representative in Texas and Utah. Lukas offers portfolio management services to both individuals and businesses. In addition to investment advice, Lukas also provides financial planning services.
SPECIALIZATIONS
COVINGTON, KY
9 Years Experience
0 Disclosures
ADVISOR BIO
Luke Thomas Merry is a financial advisor with over 12 years of experience in the financial services industry. Luke is currently registered with Commonwealth Financial Network and Principled Wealth Advisors, LLC. Luke holds the Series 7, 63, and 65 licenses as well as the SIE exam. Luke is a Certified Financial Planner and specializes in providing financial advice to individuals, families, and businesses. Luke has a strong commitment to helping clients achieve their financial goals.
SPECIALIZATIONS
COVINGTON, KY
6 Years Experience
0 Disclosures
ADVISOR BIO
Luke Piper is a financial advisor with Fidelity Brokerage Services LLC. Luke has been in the industry since 2018. Luke is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63, and SIE licenses. Luke's primary office is located in Covington, Kentucky. Luke is registered to provide investment advice in California, District of Columbia, Illinois, Kentucky, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, and Virginia.
SPECIALIZATIONS
No specializations listed.
COVINGTON, KY
1 Years Experience
0 Disclosures
ADVISOR BIO
Luke Rolfsen is a financial advisor with Fidelity Brokerage Services LLC. Luke has been in the financial services industry since January 15, 2024. Luke is a licensed Series 63, Series 7TO and SIE licensed representative. Luke is registered in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands.
SPECIALIZATIONS
No specializations listed.
COVINGTON, KY
2 Years Experience
0 Disclosures
ADVISOR BIO
Luke Thelen is a registered representative with Fidelity Personal and Workplace Advisors in Covington, KY. Luke has been in the securities industry for over a year and is registered to provide investment advice in all 50 states, the District of Columbia and Puerto Rico. Luke holds Series 7TO, Series 66 and SIE licenses. Luke's specialties include financial planning, portfolio management for businesses and individuals, and educational seminars.
SPECIALIZATIONS
COVINGTON, KY
3 Years Experience
0 Disclosures
ADVISOR BIO
Luke Paul Mitsch is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Luke Mitsch is licensed in 52 states and has been in the industry since 2021. Luke Mitsch specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars to clients.
SPECIALIZATIONS
LEXINGTON, KY
4 Years Experience
0 Disclosures
ADVISOR BIO
Luke Foulds is a registered representative with J.P. Morgan Securities LLC. Luke's experience includes the Series 6TO, SIE and Series 63 examinations and is registered in Kentucky and Indiana. Luke Foulds is associated with the Lexington, KY branch office of J.P. Morgan Securities LLC. J.P. Morgan Securities LLC offers a wide range of financial services and products for individuals and businesses, including portfolio management, financial planning and other services.
SPECIALIZATIONS
COVINGTON, KY
6 Years Experience
0 Disclosures
ADVISOR BIO
Luke Ridder is a financial advisor with Fidelity Personal And Workplace Advisors. Luke has been in the financial services industry since May 2019 and has experience in various roles, including working for Fidelity Brokerage Services LLC. Luke has Series 63, Series 66, Series 7, and SIE licenses. Luke currently holds active registrations in Kentucky, Texas and 50 other states. Luke's firm Fidelity Personal And Workplace Advisors has offices in Kentucky, Texas, and across the United States. Fidelity Personal And Workplace Advisors has more than 13,000 clients and over $800 Billion in assets under management.
SPECIALIZATIONS
LOUISVILLE, KY
2 Years Experience
0 Disclosures
ADVISOR BIO
Luke Jared Edds is a registered investment advisor representative with Eagle Strategies LLC. Luke has been in the financial industry since 2022 and has experience in financial planning, portfolio management for individuals, and pension consulting. Luke is also a board member of the Middletown Chamber of Commerce. Luke holds the Series 63, Series 66, and Series 7TO securities licenses.
SPECIALIZATIONS
COVINGTON, KY
8 Years Experience
0 Disclosures
ADVISOR BIO
Luke Thomas Brown is a registered representative with Fidelity Personal And Workplace Advisors. Luke has been in the securities industry since 2017. Luke has a Series 6, 7, 63, 66, 9, and 10 securities license. Luke is registered to provide investment advice in 53 states. Luke is also registered as an Investment Advisor Representative (IAR) in Virginia and Texas. Luke's previous employers include MML Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PFS Investments Inc.
SPECIALIZATIONS
