Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Burkhardt is an investment advisor representative registered with Edward Jones. Scott has been in the financial industry since 2008 and has been registered with Edward Jones since September 2015. Scott is registered to provide investment advice in Missouri. Scott has been registered with various other firms in the past, including Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Investors Capital Corp., Legend Equities Corporation, Summit Brokerage Services, Inc., First Allied Securities, Inc., Scottrade, Inc., and MML Investors Services, LLC. Scott holds a Series 7, Series 24, Series 66, and SIE license. Scott is a specialist in individual portfolio management, business portfolio management, pension consulting, selection of other advisors, and financial planning.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
09/04/2015 - Present
Edward Jones (ST. LOUIS MO)
CA
02/03/2015 - 09/10/2015
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
02/03/2015 - 09/10/2015
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
02/03/2015 - 09/10/2015
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
02/03/2015 - 09/10/2015
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MA
02/03/2015 - 09/10/2015
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
02/03/2015 - 09/10/2015
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
02/03/2015 - 09/10/2015
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
12/04/2012 - 08/27/2015
FIRST ALLIED SECURITIES, INC. (CHESTERFIELD MO)
MO
03/12/2012 - 12/04/2012
SCOTTRADE, INC. (CHESTERFIELD MO)
MO
01/07/2008 - 02/23/2012
MML INVESTORS SERVICES, LLC (CHESTERFIELD MO)
BOTH
Issued 01/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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