Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Marie Burkhardt is a registered investment advisor representative with Independent Advisor Alliance, LLC based in Fremont, CA. She has over 25 years of experience in the financial services industry. Charlene has a strong background in financial planning, portfolio management, and investment advisory services. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Her experience includes working with individuals, families, and businesses. Charlene is dedicated to building long-term relationships with her clients and providing them with the support they need to make informed financial decisions.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/30/2016 - Present
Independent Advisor Alliance, LLC (Fremont CA)
CA
03/09/2000 - 07/01/2016
NATIONAL PLANNING CORPORATION (FREMONT CA)
TX
11/24/1997 - 02/03/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charlene Burkhardt is the right advisor for you? Invested Better is here to help.
