Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burton? Claim Your ProfileBurton Bartlett is a financial professional with over a decade of experience in the industry. Burton has a strong background in investment banking and securities, holding licenses in Series 7, 79 and 63. Burton currently works with North Capital Private Securities Corp. and specializes in providing investment advice to individual investors.
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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WI
01/08/2024 - Present
North Capital Private Securities Corp. (Menomonee Falls WI)
VA
08/02/2010 - 08/19/2020
ROBERT W. BAIRD & CO. INCORPORATED (Tysons VA)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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