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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Burke is a financial advisor with Synovus Securities, Inc. based in Pensacola, Florida. Karen Burke has been in the securities industry since June 2005. Prior to joining Synovus Securities, Inc., Karen Burke was affiliated with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Karen Burke has passed several securities industry exams including the Series 6, 7, 63, 65, and 66.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/28/2020 - Present
Synovus Securities, Inc. (PENSACOLA FL)
FL
05/16/2013 - 08/02/2017
BBVA SECURITIES INC. (PENSACOLA FL)
FL
10/07/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PENSACOLA FL)
FL
01/19/2005 - 05/04/2011
SUNTRUST INVESTMENT SERVICES, INC. (DESTIN FL)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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