Unclaimed
John Joseph Burns is an Investment Advisor Representative with Eagle Strategies LLC, a firm with a history of providing financial advice. John Burns has been in the financial services industry since 1995. John Burns is also a registered representative with FINRA. John Burns is registered to provide advisory services in 7 states: California, Florida, Iowa, Minnesota, South Dakota, Texas, and Iowa. John Burns holds Series 6, 7TO, 63, and 65 licenses. John Burns is also an insurance broker.
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.
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
IA
07/08/2021 - Present
Eagle Strategies LLC (ALGONA IA)
AZ
03/09/2001 - 10/19/2001
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
WI
01/10/2000 - 03/22/2001
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
NE
01/26/1998 - 11/15/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
01/18/1996 - 01/22/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
SC
04/26/1995 - 06/02/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/16/1995 - 05/02/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 5/21/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/3/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 2/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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