Unclaimed
Aarikka Burgess is a financial advisor in Westborough, MA. Aarikka has been in the financial services industry since 2013. Aarikka is currently registered with Northwestern Mutual Investment Services, LLC and is also a registered representative of KESTRA INVESTMENT SERVICES, LLC. Aarikka holds the Series 7, Series 66, and SIE securities licenses. Aarikka also holds the Certified Financial Planner designation.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MA
10/12/2023 - Present
Northwestern Mutual Investment Services, LLC (Westborough MA)
MA
10/18/2017 - 03/07/2022
KESTRA INVESTMENT SERVICES, LLC (WESTBOROUGH MA)
MA
03/31/2017 - 09/29/2017
AXA ADVISORS, LLC (WELLESLEY MA)
MA
04/01/2014 - 03/27/2017
KESTRA INVESTMENT SERVICES, LLC (WESTBOROUGH MA)
MA
12/27/2013 - 04/17/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (WESTBOROUGH MA)
BOTH
Issued 02/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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