Unclaimed
Tressie McBurney is a financial professional with experience in the securities industry. Tressie is currently registered with Assetmark Brokerage, LLC. Tressie holds the Series 6, Series 63, and SIE licenses. Tressie is a registered representative in Virginia and has been in the industry since 2016.
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.
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.
1
2
AZ
03/11/2021 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
DC
11/29/2016 - 10/01/2020
ICMA-RC SERVICES, LLC (WASHINGTON DC)
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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