Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Burkett is a financial advisor with Morgan Stanley in San Antonio, Texas. Candace has been working in the financial services industry since 2008. Candace specializes in working with high-net-worth individuals, businesses, and investment companies. Candace provides a wide range of financial services, including financial planning, asset allocation advice, pension consulting, and portfolio management. Candace holds several professional licenses and designations, including Series 7, Series 63, Series 66, Series 24, Series 52, and Series 53. Candace has worked for several other financial firms in the past, including Citigroup Global Markets Inc., Raymond James & Associates, Inc., and J.P. Morgan Securities LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
12/14/2022 - Present
Morgan Stanley (San Antonio TX)
TX
08/26/2022 - 12/02/2022
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
02/19/2021 - 08/24/2022
MORGAN STANLEY (San Antonio TX)
FL
04/25/2019 - 02/11/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/20/2018 - 06/19/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
TX
07/19/2017 - 11/15/2017
J.P. MORGAN SECURITIES LLC (San Antonio TX)
TX
05/20/2016 - 06/20/2017
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
10/09/2015 - 02/16/2016
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
05/06/2013 - 10/19/2015
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
12/14/2011 - 09/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
05/13/2010 - 03/11/2011
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
10/04/2007 - 05/10/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/04/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
12/11/2006 - 10/01/2007
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
05/19/2006 - 09/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
03/29/2006 - 05/16/2006
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/21/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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