Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konnor? Claim Your ProfileKonnor Burk is a financial professional with over 7 years of experience in the industry. Konnor has a Series 66 license, Series 10, Series 7TO and the SIE Exam. Konnor Burk is currently registered with Charles Schwab & Co., Inc. Konnor has also held positions at Duncan-Williams Inc, Banded Holdings Inc, and the UNIVERSITY OF MEMPHIS. Konnor's professional experience is focused on providing financial advice and services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
05/05/2023 - Present
Charles Schwab & CO., Inc. (Merrillville IN)
BOTH
Issued 05/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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