Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Henry Burt is a financial professional with over 38 years of experience in the financial services industry. Currently, Eric Henry Burt is registered with RBC Capital Markets, LLC. Eric Henry Burt has been with this firm since May of 2019. Before that, Eric Henry Burt was associated with Wells Fargo Clearing Services, LLC from January 2008 to May 2019 and A. G. EDWARDS & SONS, INC. from May 1990 to January 2008. Eric Henry Burt has a strong track record of working with a variety of clients including corporations, individuals, charitable organizations and pension plans. Eric Henry Burt provides advisory services such as financial planning, pension consulting, portfolio management, and selection of other advisers.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MA
12/26/2023 - Present
RBC Capital Markets, LLC (WELLESLEY HILLS MA)
MA
01/01/2008 - 05/28/2019
WELLS FARGO CLEARING SERVICES, LLC (WELLESLEY MA)
MA
05/31/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WELLESLEY MA)
MD
05/03/1988 - 06/07/1990
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
04/13/1988 - 08/09/1988
FAHNESTOCK & CO., INC.
NA
06/03/1987 - 04/13/1988
FAHNESTOCK INTERNATIONAL INC.
NA
04/18/1984 - 06/11/1987
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 03/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Burt is the right advisor for you? Invested Better is here to help.
