Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Burke is an Investment Advisor Representative with Independent Advisor Alliance, LLC. Jana has been in the industry since 1998. She works with individual clients, corporations and trusts, and provides financial planning and investment advice. Jana is licensed in Georgia.
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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2
GA
10/09/2021 - Present
Independent Advisor Alliance, LLC (Atlanta GA)
GA
10/07/2021 - 11/09/2023
LPL FINANCIAL LLC (ATLANTA GA)
GA
06/05/2014 - 10/14/2021
STEPHENS (ATLANTA GA)
GA
01/22/2009 - 06/13/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
07/12/2007 - 02/12/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
06/02/2006 - 04/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NJ
03/23/1998 - 08/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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