Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Augustus Burney is a registered investment advisor representative with Morgan Stanley. Louis has been in the securities industry for over 30 years. He is licensed to provide investment advice in North Carolina and Texas, and he holds a Series 7, 31, and 65 license. Louis has a long history of working in the financial services industry, previously holding positions with Citigroup Global Markets Inc., Smith Barney, and Morgan Stanley Smith Barney. Louis has also served as a Board Member of both the New Hanover County ABC board and Cape Fear Community College. Louis’s previous experience includes managing assets for individuals, families, trusts, and businesses, and he has a strong understanding of investment strategies, financial planning, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
04/15/2020 - Present
Morgan Stanley (WILMINGTON NC)
NC
01/26/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON NC)
GA
11/10/1993 - 02/09/1998
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
09/15/1993 - 11/12/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 09/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Louis Burney is the right advisor for you? Invested Better is here to help.
