Unclaimed
Edward Burchfield is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Edward has been in the financial services industry for over 10 years, starting at Bankers Life Securities, Inc. in 2017. Edward has passed the Series 66, Series 7 and SIE exams and holds a current registration in Arkansas. Edward is currently registered with Cetera Investment Advisers LLC. Edward's work experience includes positions at Regions Bank, Cetera Investment Services LLC, and Bankers Life and Casualty. Edward specializes in providing financial planning, portfolio management, and pension consulting.
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
AR
10/29/2018 - Present
Cetera Investment Advisers LLC (BRYANT AR)
AR
02/23/2017 - 11/07/2018
BANKERS LIFE SECURITIES, INC. (Little Rock AR)
BOTH
Issued 3/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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