Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Burke has been in the financial industry since 1997. Brian is currently registered with AEL Financial Services, LLC in West Des Moines, IA and is registered with the state of Iowa for securities. Previously, Brian was registered with Park Avenue Securities LLC in Bettendorf, IA, Northwestern Mutual Investment Services, LLC in Davenport, IA, and Robert W. Baird & Co. Incorporated in Milwaukee, WI. Brian holds the Series 6, 7, 63, 65 and SIE securities licenses.
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
IA
01/08/2024 - Present
AEL Financial Services, LLC (West Des Moines IA)
IA
07/21/2011 - 06/15/2016
PARK AVENUE SECURITIES LLC (BETTENDORF IA)
IA
02/03/1997 - 06/28/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DAVENPORT IA)
WI
02/17/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/04/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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