Unclaimed
Christopher Burke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a leading financial services firm, with 28 years of experience in the industry. Christopher has a wide range of experience, and is registered in 28 states and the District of Columbia, as well as a few other jurisdictions. Christopher has worked for Lincoln Financial Advisors Corporation, Cigna Financial Advisors, Inc., and Financial Network Investment Corporation. Christopher has a strong background in both investment advisory and brokerage services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/20/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
CA
11/01/2000 - 10/05/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
06/01/1998 - 10/12/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/15/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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