Unclaimed
Christopher Burke is a financial advisor with Corient. Christopher has been a registered investment advisor since 2001 and has worked for several firms over the years, including NMS Capital Securities, LLC and Lunn Partners Securities, LLC. Christopher is currently registered as an Investment Advisor Representative in Florida, Illinois, and Texas. Christopher has a broad range of experience in the financial services industry. In addition to his professional credentials, Christopher holds the Series 7, Series 24, and Series 65 licenses. Christopher is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
02/27/2023 - Present
Corient (HOBE SOUND FL)
IL
06/11/2001 - 06/03/2013
NMS CAPITAL SECURITIES, LLC (CHICAGO IL)
IL
08/14/1996 - 10/11/2000
LUNN PARTNERS SECURITIES, LLC (CHICAGO IL)
IA
Issued 02/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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