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Rosella Marie Burke

Manning & Napier Investor Services, Inc.

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About Rosella Marie Burke

Rosella Marie Burke is a financial professional with over 6 years of experience in the industry. Rosella is currently registered with Manning & Napier Investor Services, Inc. and holds Series 6, SIE and Series 63 licenses. Rosella is registered in New York.

Firm Information

Rosella Burke is currently registered with Manning & Napier Investor Services, Inc.. Manning & Napier Investor Services, Inc. is a Corporation formed on March 21, 1990. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rosella Burke’s Registration & Firm History

NY

05/17/2017 - Present

Manning & Napier Investor Services, Inc. (FAIRPORT NY)

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Licenses & Designations

BC

Issued 09/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosella Marie Burke.
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