Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Marie Burke is a financial advisor at Stifel, Nicolaus & Company, Inc. located in SOUTHFIELD, MI. Carla has been in the financial services industry since December 2002. She has a wide range of experience, including working at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carla holds a Series 7, Series 63, and SIE license. She specializes in a variety of financial products and services, including mutual funds, variable annuities, fixed annuities, life insurance, and retirement planning.
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.
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
MI
08/10/2020 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
01/16/2004 - 08/19/2020
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
12/02/2002 - 01/20/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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