Unclaimed
John Keith Burdette is a financial advisor with over 20 years of experience in the industry. John has been registered as a broker and investment advisor representative in multiple states, including West Virginia, Florida, and California. John is a registered representative with J. W. Cole Advisors, Inc. John has held previous positions at National Planning Corporation, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., and A. G. Edwards & Sons, Inc. John is a Series 7, 24, 63 and 66 licensed professional. John holds a SIE designation and provides advisory services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. John has been an active member of the financial services industry since October 2000.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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
WV
10/25/2017 - Present
J. W. Cole Advisors, Inc. (CHARLESTON WV)
WV
10/28/2008 - 10/27/2017
NATIONAL PLANNING CORPORATION (CHARLESTON WV)
WV
10/31/2005 - 11/10/2008
AIG FINANCIAL ADVISORS, INC. (SOUTH CHARLESTON WV)
AZ
12/03/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
10/06/2000 - 12/06/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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