Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Burtness is a financial professional registered with Alps Distributors, Inc. and Alps Portfolio Solutions Distributor, Inc. Dan is located in Denver, Colorado and has been in the industry since June 3, 2015. Dan has a Series 6, Series 63 and SIE license and has experience in investment company products, variable contracts, and securities.
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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2
CO
11/16/2021 - Present
Alps Distributors, Inc. (DENVER CO)
OH
03/28/2014 - 09/09/2020
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 06/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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