Unclaimed
Sterling Burns is a financial professional with over 9 years of experience in the industry. Sterling is currently registered with Stephens Inc. and holds Series 7TO, Series 26, Series 66, and SIE licenses. Sterling is licensed to provide financial services in Arkansas and Texas. In addition to their current role at Stephens, Sterling has held prior positions with Fleet Feet Sports and Jamey South State Farm. Sterling offers a range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
10/03/2023 - Present
Stephens (LITTLE ROCK AR)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sterling Burns is the right advisor for you? Invested Better is here to help.