Associate Advisor & Compliance Manager


Regina Burks

Regina joined Personal Benefit Financial in July of 2009. She is a graduate of Metropolitan State University with a Bachelors of Science in Financial Services and Securities. She is currently working through the required courses to take the Certified Financial Planner® Exam, and is expecting to take the test in July next year. 
She has also passed the following securities license exams:

  • Series 6 (Investment Company and Variable Contracts Products Representative Qualification Exam)
  • Series 7 (General Securities Representative)
  • Series 24 (General Securities Principal Qualification Exam)
  • Series 66 (Uniform Combined State Law Exam)
  • Colorado Life Insurance license.