Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burton? Claim Your ProfileBurton Apfelbaum is a financial advisor with over 30 years of experience in the industry. Burton is currently registered with LPL Financial LLC, a firm with over $50 billion in assets under management. Prior to joining LPL, Burton worked for MML Investors Services, LLC and Pruco Securities Corporation. Burton is a Series 6, 7, 24, and 63 licensed professional who provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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
NY
03/29/2019 - Present
LPL Financial LLC (LATHAM NY)
NY
04/18/1991 - 04/01/2019
MML INVESTORS SERVICES, LLC (LATHAM NY)
NJ
10/12/1990 - 04/18/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/12/1990 - 04/18/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Burton Apfelbaum is the right advisor for you? Invested Better is here to help.
