Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burke? Claim Your ProfileBurke Driscoll is a financial advisor with Fidelity Personal and Workplace Advisors. Burke has been working in the financial services industry since 2010 and is registered to provide investment advice in 53 states and jurisdictions. Burke holds the Series 63 and Series 66 securities licenses. Burke is also a registered Investment Advisor Representative. Prior to joining Fidelity, Burke worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, ProEquities, Inc., and Waddell & Reed.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
WA
04/27/2017 - 09/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERCER ISLAND WA)
AL
08/18/2015 - 05/23/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
CA
05/01/2015 - 06/25/2015
WADDELL & REED (SAN MATEO CA)
NJ
05/14/2003 - 05/25/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/26/2000 - 05/09/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NE
10/06/1999 - 04/18/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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