Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Burke is a financial advisor at Janney Montgomery Scott LLC and has over 12 years of experience in the industry. Colin has Series 7 and Series 66 licenses and specializes in working with individuals, families, and corporations. Colin has been with Janney Montgomery Scott LLC since 2019 and has previously worked for Merrill Lynch and Wells Fargo Advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
06/03/2019 - Present
Janney Montgomery Scott LLC (Lewes DE)
DE
07/08/2014 - 06/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
CA
01/03/2011 - 06/10/2014
WELLS FARGO ADVISORS, LLC (BURLINGAME CA)
CA
11/19/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
NY
02/28/2007 - 08/26/2009
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 04/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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