Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Burkes is a financial advisor with PFS Investments Inc. located in Centerville, OH. Richard has been in the industry since 2000 and has been registered with PFS Investments Inc. since 2018. Prior to joining PFS Investments Inc., Richard was registered with LPL Financial LLC and Chase Investment Services Corp. Richard holds a Series 6, 7 and 66 license. Richard specializes in working with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/21/2018 - Present
PFS Investments Inc. (CENTERVILLE OH)
OH
04/11/2012 - 01/25/2018
LPL FINANCIAL LLC (COLUMBUS OH)
OH
07/06/2005 - 01/25/2012
CHASE INVESTMENT SERVICES CORP. (PHILLIPSBURG OH)
IL
08/01/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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