Unclaimed
Gary Burkard is an active Registered Representative and Investment Advisor Representative. Gary has been in the industry since May 22, 1981. Gary's firm is Cetera Investment Advisers LLC. Gary provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Gary has worked at several firms throughout their career including: Multi-Financial Securities Corporation, Financial Network Investment Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc., IFG Network Securities, Inc., VESTAX Securities Corporation, American Pacific Securities Corporation, Universal Heritage Investments Corporation, Jefferies & Company, Inc., D. E. Towers & Co., and Lasky Securities Company, Inc. Gary has a wide range of licenses and registrations, including Series 63, 53, 4, 24, 52TO, SIE, and 7.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (TORRANCE CA)
CA
03/01/2010 - 10/03/2011
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
CA
04/10/1989 - 10/03/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
04/16/2001 - 06/18/2007
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
CA
11/11/2002 - 06/11/2007
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
IA
05/05/2003 - 12/31/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
GA
04/16/2001 - 12/31/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
OH
04/16/2001 - 12/31/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
08/15/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
02/01/1983 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
12/14/1982 - 01/19/1983
JEFFERIES & COMPANY, INC.
NA
02/22/1980 - 06/03/1982
D. E. TOWERS & CO.
NA
10/30/1979 - 09/30/1980
LASKY SECURITIES COMPANY, INC.
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/5/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/8/1983
Series 4 - Registered Options Principal Examination
BC
Issued 3/23/1982
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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