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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lannette? Claim Your ProfileLannette Charmaine Burke is a financial advisor with over 20 years of experience in the industry. Lannette is currently registered with LPL Financial LLC and holds Series 6, 63, 99TO, and SIE licenses. Lannette has previously worked at TIAA-CREF Individual & Institutional Services, LLC, GWFS Equities, Inc., and Chase Investment Services Corp. Lannette's expertise includes financial planning, portfolio management, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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
SC
04/29/2011 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/11/2007 - 05/22/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
CO
10/31/2000 - 08/01/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IL
02/24/1999 - 10/13/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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