Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flora? Claim Your ProfileFlora Burke is a financial advisor at Valic Financial Advisors, Inc. Flora is a Registered Representative and Investment Advisor Representative. Flora has been in the industry since 2002. Flora has been associated with Valic Financial Advisors, Inc. since August 2020. Flora specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
CA
08/31/2020 - Present
Valic Financial Advisors, Inc. (MODESTO CA)
CA
05/24/2019 - 06/05/2020
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
03/13/2017 - 05/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
02/08/2017 - 03/01/2017
WADDELL & REED (SAN MATEO CA)
CA
02/01/2016 - 12/22/2016
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
12/02/2014 - 01/13/2016
LINCOLN INVESTMENT (San Mateo CA)
CA
03/18/2003 - 05/12/2004
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
NY
07/31/1993 - 05/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/22/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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