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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Tyler Burch is a financial advisor with over 20 years of experience in the financial services industry. Heath holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam certification. He is also a Certified Financial Planner™. Heath has worked with Copper Financial since 2014. Heath has worked with both individuals and businesses, and has a broad range of experience in providing financial planning, portfolio management, and educational seminars. Heath is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Previously, Heath worked with CUSO Financial Services, L.P., National Planning Corporation, and New England Securities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
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
KS
01/07/2021 - Present
Copper Financial (Leawood KS)
MO
02/01/2013 - 05/20/2014
CUSO FINANCIAL SERVICES, L.P. (KANSAS CITY MO)
MO
03/10/2006 - 02/01/2013
NATIONAL PLANNING CORPORATION (KANSAS CITY MO)
NY
07/19/2000 - 03/10/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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