Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Leeanne Burgess is a financial advisor who is registered with the state of Louisiana. April is associated with AE Wealth Management, LLC. She has been in the industry for over 10 years and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. April is committed to providing personalized financial advice that helps clients achieve their financial goals. She offers a range of financial services, including financial planning, portfolio management, and educational seminars.
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.
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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LA
04/02/2024 - Present
AE Wealth Management, LLC (Denham Springs LA)
LA
01/23/2021 - 02/19/2024
FIRST HORIZON ADVISORS, INC. (Baton Rouge LA)
LA
12/02/2020 - 01/22/2021
INFINEX INVESTMENTS, INC. (Baton Rouge LA)
BOTH
Issued 01/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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