Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Evan Burke is a financial advisor currently registered with LPL Financial LLC in Boca Raton, FL. Daniel has been working in the financial industry since April 1999 and holds a Series 63, Series 66, Series 7 and Series 8 licenses. Daniel has been registered with LPL Financial LLC since May 2020. Previously, Daniel was affiliated with FSC Securities Corporation, Edward Jones, Fidelity Brokerage Services LLC, Wells Fargo Advisors, LLC, and JW Charles Securities, Inc. Daniel's experience includes working with a variety of clients, including individuals, families, businesses, and institutions. Daniel offers a range of financial services, including financial planning, investment management, retirement planning, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
05/21/2020 - Present
LPL Financial LLC (BOCA RATON FL)
FL
09/09/2015 - 05/22/2020
FSC SECURITIES CORPORATION (BOCA RATON FL)
FL
07/18/2014 - 09/17/2014
EDWARD JONES (BOCA RATON FL)
FL
01/17/2014 - 07/17/2014
FSC SECURITIES CORPORATION (BOCA RATON FL)
FL
07/11/2011 - 01/03/2014
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
FL
02/07/2011 - 03/23/2011
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
02/01/2005 - 10/20/2010
FSC SECURITIES CORPORATION (BOCA RATON FL)
MN
11/02/2001 - 02/07/2003
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
TX
09/11/1997 - 10/04/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
07/15/1997 - 08/14/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
09/14/1995 - 03/21/1997
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
FL
03/28/1995 - 06/26/1995
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
01/11/1995 - 04/04/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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