Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burke? Claim Your ProfileBurke Fortner is a financial advisor with Charles Schwab & CO., Inc. Burke has been working in the financial services industry for over 5 years and is registered with the State of Arizona. Burke has passed the Series 7TO, Series 63 and SIE exams and is currently registered with FINRA. Burke provides financial planning and portfolio management services to individuals and families, and offers a wrap fee program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
10/28/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 12/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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