Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Burke is a financial professional with over 12 years of experience in the financial services industry. Rebecca has a strong background in investment advisory and brokerage services. Rebecca is currently registered with American Beacon Advisors, Inc. as an Investment Advisor Representative in the state of Texas. Rebecca's experience includes working with clients such as corporations, insurance companies, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Rebecca provides a variety of advisory services to clients, including portfolio management and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/22/2016 - Present
American Beacon Advisors, Inc. (San Francisco CA)
ME
11/29/2016 - 03/01/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
08/01/2016 - 11/09/2016
HARTFORD FUNDS DISTRIBUTORS, LLC (SAN FRANCISCO CA)
CA
07/01/2015 - 07/29/2016
ALPS DISTRIBUTORS, INC. (San Francisco CA)
MA
04/19/2005 - 11/25/2013
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
12/13/2004 - 04/11/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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