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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Edward Burkhead is a financial advisor with Cetera Investment Advisers LLC. Frank has been in the industry since May 25, 1999. Frank is registered with the state of Missouri as an investment advisor representative. Frank has a Series 6, Series 7, and Series 63 license. Frank also holds the SIE exam certification. Frank also owns and operates Burkhead & Associates, LLC, a CPA firm. Frank is active in the community serving on a number of boards including Capital Region Medical Center and the Missouri Chamber Federation Benefit Plan Board.
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.
A percentage of the total value of assets under management is charged.
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MO
02/27/2023 - Present
Cetera Investment Advisers LLC (JEFFERSON CITY MO)
TX
05/26/1999 - 08/22/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 5/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2004
Series 7 - General Securities Representative Examination
BC
Issued 5/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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