Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Griffin Burke is a financial advisor with Global Retirement Partners LLC based in San Rafael, CA. Charles is also registered in Massachusetts as an Investment Advisor Representative. Charles has over 25 years of experience in the financial services industry and holds the Series 6, Series 63, Series 65, and SIE licenses. Charles is also a Certified Financial Planner.
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.
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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MA
03/13/2023 - Present
Global Retirement Partners LLC (Boston MA)
MA
06/30/2016 - 04/15/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
MA
06/04/1996 - 06/30/2016
METLIFE SECURITIES, INC (BOSTON MA)
MA
06/04/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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