Unclaimed
April Burdick is a financial advisor who has been in the industry since 2016. April is currently registered with Allstate Financial Advisors, LLC and is licensed to provide investment advice in Kentucky, Indiana, Florida, Ohio, and Tennessee. April has experience with Ameriprise Financial Services, Inc., Wells Fargo Clearing Services, LLC, and LPL Financial LLC. April is also the owner and manager of April Jo Anastasia, LLC, a bookkeeping services company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
KY
12/20/2023 - Present
Allstate Financial Advisors, LLC (Highland Heights KY)
SC
04/05/2022 - 01/05/2023
LPL FINANCIAL LLC (FORT MILL SC)
KY
11/13/2019 - 04/08/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Lexington KY)
KY
08/03/2017 - 11/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FLORENCE KY)
KY
07/18/2013 - 02/08/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT MITCHELL KY)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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