Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beau? Claim Your ProfileBeau Jordan Burton is a financial professional with over 6 years of experience in the industry. Beau is currently registered with Robinhood Financial, LLC in Arizona. Previously, Beau worked at ASSETMARK BROKERAGE, LLC and CHARLES SCHWAB & CO., INC. Beau is also licensed to conduct securities business in Arizona. Beau holds the Series 6, 7, 24 and 63 licenses as well as the SIE exam.
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.
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.
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2
FL
10/21/2020 - Present
Robinhood Financial, LLC (Lake Mary FL)
AZ
05/22/2018 - 10/22/2020
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
03/26/2018 - 05/07/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
CA
02/11/2016 - 11/20/2017
ASSETMARK BROKERAGE, LLC (CONCORD CA)
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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