Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles D. Burkes is an investment advisor representative registered with Osaic Wealth, Inc. and DBM Advisors, LLC. Charles has been in the industry since 2009 and holds Series 66, Series 7, and SIE licenses. Charles has worked with Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Charles is registered to provide investment advice in 28 states. Charles is a financial advisor with 15 years of experience in the financial services industry. Charles specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Charles's goal is to help clients achieve their financial goals through a personalized and comprehensive approach.
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
OK
06/14/2024 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
05/20/2015 - 06/14/2024
SECURITIES AMERICA, INC. (OKLAHOMA CITY OK)
OK
03/09/2012 - 05/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
03/03/2009 - 03/12/2012
EDWARD JONES (NORMAN OK)
BOTH
Issued 03/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Burkes is the right advisor for you? Invested Better is here to help.
