Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rf? Claim Your ProfileRf Burke Steele is a financial advisor with over 25 years of experience in the industry. Rf is currently registered with LPL Financial LLC and has been with the firm since November 2017. Previously, Rf worked with Investment Centers of America, Inc., and Community Bankers Securities, LLC. Rf is licensed to sell securities in numerous states. Rf offers a range of financial planning and advisory services, including portfolio management for individuals and businesses, as well as financial planning. Rf is committed to providing 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.
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.
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2
VA
11/29/2017 - Present
LPL Financial LLC (CHESTER VA)
VA
01/05/2010 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (PETERSBURG VA)
VA
02/09/2004 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (PETERSBURG VA)
GA
10/18/1995 - 02/09/2004
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 08/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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