Unclaimed
Elnetta Burke is a financial advisor who has been in the industry since 1999. Elnetta is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2022. Elnetta has previously worked with CUNA BROKERAGE SERVICES, INC., ONEAMERICA SECURITIES, INC., MWA FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CAPITAL BROKERAGE CORPORATION, SUNTRUST SECURITIES, INC., FIRST UNION SECURITIES, INC., FIRST UNION CAPITAL MARKETS CORP., FIRST UNION BROKERAGE SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Elnetta offers a range of financial services including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals. Elnetta holds Series 63, 65, 66, and 7 licenses.
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.
Asset allocation services
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
VA
05/16/2022 - Present
Ameriprise Financial Services, LLC (Richmond VA)
VA
11/14/2019 - 05/17/2022
CUNA BROKERAGE SERVICES, INC. (RICHMOND VA)
VA
09/19/2018 - 08/29/2019
ONEAMERICA SECURITIES, INC. (RICHMOND VA)
VA
03/05/2018 - 08/17/2018
MWA FINANCIAL SERVICES INC. (Henrico VA)
VA
07/28/2016 - 05/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
11/16/2009 - 07/14/2016
CUNA BROKERAGE SERVICES, INC. (HENRICO VA)
VA
12/04/2003 - 07/29/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
GA
01/11/2002 - 10/14/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
10/01/1999 - 01/09/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/02/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
04/08/1998 - 02/10/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
06/20/1997 - 12/19/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1997 - 12/19/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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