Unclaimed
Rita Burke is a registered representative with PFS Investments Inc. Rita has been working in the financial industry since 2014. Rita is licensed in California and has a Series 6, Series 63, and SIE license. Rita has been with PFS Investments Inc. since 2016. Prior to that, Rita worked with PFS Investments Inc. in Rohnert Park, CA. Rita specializes in Investment Company Products/Variable Contracts.
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
CA
01/20/2023 - Present
PFS Investments Inc. (OAKDALE CA)
CA
06/01/2016 - 12/31/2022
PFS INVESTMENTS INC. (MODESTO CA)
CA
12/11/2013 - 10/02/2015
PFS INVESTMENTS INC. (ROHNERT PARK CA)
BC
Issued 01/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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