Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Burk is a financial advisor with over 20 years of experience in the industry. David is currently registered with Cuso Financial Services, LP and has been with the firm since December 2011. David has held previous positions with CUNA BROKERAGE SERVICES, INC. and AXA ADVISORS, LLC. David is a registered representative and investment advisor in several states, including California, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maryland, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington. David provides a variety of financial services to individuals, businesses, and charitable organizations. David is a trusted advisor with a commitment to helping clients achieve their financial goals.
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.
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2
CA
12/07/2011 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NC
06/04/2004 - 12/07/2011
CUNA BROKERAGE SERVICES, INC. (DURHAM NC)
NY
02/07/2000 - 05/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/31/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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