Unclaimed
Janet Rose Burke is a financial professional with over 35 years of experience in the financial services industry. Janet is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative and has been in this role since January 2024. Previously, Janet was an Investment Advisor Representative with Ameriprise Financial Services, LLC for 18 years from January 2005 until May 2023. Janet has experience working with a variety of clients including individuals, corporations, and charitable organizations. Janet holds both Series 7 and Series 66 licenses and is registered in 15 states. Janet also provides fixed insurance services through various companies.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (Orlando FL)
FL
01/03/2005 - 05/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (ORLANDO FL)
MN
01/03/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/10/1987 - 10/11/2001
BLUESTONE CAPITAL CORP. (NEW YORK NY)
NA
07/24/1986 - 04/25/1987
PHILIPS, APPEL & WALDEN, INC.
NA
01/09/1986 - 06/09/1986
VINCENT, THOMAS & ASSOCIATES, INC.
NA
05/23/1985 - 01/07/1986
DE LAUREAL, MUNROE SECURITIES CORPORATION
NA
10/25/1984 - 04/08/1985
CRALIN & CO., INC.
BOTH
Issued 03/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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