Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Burkhardt is a financial advisor with MFS Institutional Advisors Inc. Steven has been in the financial services industry for over 20 years. He has a Series 6, 7, 63 and 65 license, as well as the SIE. Steven is also registered with FINRA and the SEC. He previously worked at BLACKROCK INVESTMENTS, LLC, FIDELITY BROKERAGE SERVICES LLC, J.P. MORGAN SECURITIES INC., VANGUARD MARKETING CORPORATION, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
03/25/2013 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
DE
05/20/2004 - 02/15/2013
BLACKROCK INVESTMENTS, LLC (WILMINGTON DE)
RI
06/05/2002 - 05/12/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
05/01/2001 - 05/23/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/20/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
PA
09/23/1998 - 12/14/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
MA
08/06/1997 - 09/25/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/06/1997 - 09/25/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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