Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Regis Burns is a financial professional with over 25 years of experience in the industry. Eleanor is currently registered with Commonwealth Financial Network as an investment advisor representative. Previously, Eleanor was registered with LPL Financial LLC, INVEST FINANCIAL CORPORATION, NEW ENGLAND SECURITIES, COMMONWEALTH FINANCIAL NETWORK, and W. S. GRIFFITH & CO., INC. Eleanor is a Series 63, Series 65, Series 7, and Series 6TO licensed professional and holds a SIE designation. Eleanor has been recognized as a highly qualified and experienced financial advisor, providing expertise to individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and state and municipal government entities. Eleanor’s focus is providing personalized financial solutions, with an emphasis on individual and business financial planning and investment management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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RI
08/17/2021 - Present
Commonwealth Financial Network (GREENVILLE RI)
MA
02/14/2018 - 08/13/2021
LPL FINANCIAL LLC (HOLYOKE MA)
MA
06/06/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (HOLYOKE MA)
NY
11/10/2000 - 07/05/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
02/28/1997 - 09/14/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CT
06/08/1995 - 02/06/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MN
08/11/1994 - 09/22/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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