Luke Liu
Professional summary
Luke Liu is a registered financial professional currently at CHESTNUT PARTNERS, INC. located in Boston, Massachusetts.
Luke is registered as a RR (Registered Representative) and started their career in finance in 2024. Luke has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Luke Liu's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 27, 2024 - Present
CHESTNUT PARTNERS, INC.
Office #1: One Financial Center 24th Floor, Boston, MA 02111Office #2: One Financial Center 24th Floor, Boston, MA 02111State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 79TO
Date: 7/17/2024
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 6/27/2024
General Securities Representative ExaminationFINRA
Current Firm
CHESTNUT PARTNERS, INC.
CRD#: 38387 / SEC#: , 8-48226
Contact information
FINRA licenses (12 States and Territories)
Documents
Red Flags
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Company Information
CHESTNUT PARTNERS, INC.
CRD#: 38387Boston, MA 02111TRUST BUT VERIFY
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