Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Moore Burke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Winston-Salem, NC. Beverly has been working in the financial industry since 1985 and has extensive experience providing financial advice to individuals, corporations, and institutional clients. Beverly is registered with the state of North Carolina as an investment advisor representative and a broker-dealer representative. Beverly is also registered with the state of Texas as an investment advisor representative. Beverly is a Series 7, Series 9, Series 10, Series 24, and Series 63 licensed professional. Beverly has extensive experience with a broad range of financial services, including securities, investment advisory, financial planning, retirement planning, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
01/19/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINSTON SALEM NC)
NJ
08/14/2000 - 02/06/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/15/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
01/17/1991 - 03/28/1996
SMITH BARNEY INC. (NEW YORK NY)
PA
09/04/1990 - 12/24/1990
CHAPLIN-MULLAUGH, INCORPORATED (SEWICKLEY PA)
NY
03/20/1986 - 05/21/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
03/04/1985 - 12/11/1985
SHEARSON LEHMAN BROTHERS INC.
NA
01/23/1985 - 02/26/1985
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 10/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/09/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Beverly Burke is the right advisor for you? Invested Better is here to help.
