Unclaimed
Burke Z. Davis is an active advisor with J.p. Morgan Securities LLC, with over 16 years of experience in the financial industry. Burke has a broad range of experience and is registered to provide investment advice in all states. Burke is a Series 7, Series 24, Series 63 and Series 79TO licensed advisor and has a strong track record of providing investment advice. Burke has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and LaSalle Financial Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/09/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
06/07/2012 - 01/06/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/01/2010 - 06/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
05/12/2008 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
IL
09/20/2007 - 05/12/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
CT
05/24/2007 - 09/17/2007
ABN AMRO INCORPORATED (STAMFORD CT)
IL
10/06/2006 - 05/29/2007
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
08/18/2004 - 08/05/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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