Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Burkett is a financial advisor with Palisade Investments, LLC. Steven is a registered representative in Washington and holds the Series 7, 24, and 63 licenses. Steven has been in the financial industry since 1993. Prior to joining Palisade Investments, Steven was a registered representative at Raymond James Financial Services, Inc., Multi-Bank Securities, Inc., ADP Broker-Dealer, Inc., Safeco Investment Services, Inc., and John Nuveen & Co., Incorporated. Steven specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans.
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.
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.
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NV
04/13/2007 - Present
Palisade Investments, LLC (ZEPHYR COVE NV)
WA
06/14/2006 - 12/04/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (KIRKLAND WA)
MI
07/05/2005 - 11/30/2005
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
NJ
06/01/1999 - 06/28/2005
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
10/11/1996 - 09/07/1999
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IL
11/16/1994 - 10/17/1996
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
MI
10/26/1993 - 05/17/1994
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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