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Elizabeth Burk

Paulson Investment Co. LLC

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About Elizabeth Burk

Elizabeth Burk is a financial professional with a focus on securities. Elizabeth is registered with FINRA and holds the Series 7TO and SIE licenses. Elizabeth is also registered with the state of California as a securities agent. Elizabeth is currently employed with Paulson Investment Co. LLC, based out of the Beverly Hills, CA office.

Firm Information

Elizabeth Burk is currently registered with Paulson Investment Co. LLC. Paulson Investment Co. LLC is a Limited Liability Company formed on March 23, 2017, and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a history of 33 regulatory events, 1 civil event, 8 arbitrations, and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Elizabeth Burk’s Registration & Firm History

CA

11/21/2022 - Present

Paulson Investment Co. LLC (Beverly Hills CA)

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Licenses & Designations

BC

Issued 05/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Elizabeth Burk.
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