Unclaimed
Nadine Burns is a financial advisor with over 20 years of experience in the financial services industry. Nadine is currently registered with Cambridge Investment Research Advisors, Inc. in Michigan and several other states. Nadine offers a variety of financial services including financial planning, portfolio management, and investment advisory services. Nadine also holds several professional designations including Certified Financial Planner. Nadine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
10/30/2023 - Present
Cambridge Investment Research Advisors, Inc. (Ann Arbor MI)
MI
09/22/2017 - 10/30/2023
SIGMA FINANCIAL CORPORATION (Ann Arbor MI)
MI
08/05/2013 - 09/26/2017
NATIONAL PLANNING CORPORATION (ANN ARBOR MI)
IA
07/04/2012 - 07/10/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
PA
06/15/1995 - 10/31/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
10/30/1992 - 06/02/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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