Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carl Burke is a registered representative with Mutual of Omaha Investor Services, Inc. based out of Roanoke, Virginia. David has been in the securities industry for over eight years and is registered with the state of Virginia as a Series 6 and Series 63 licensee. David holds the Securities Industry Essentials (SIE) exam as well. David has experience in financial planning and portfolio management. David primarily works with individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
1
2
VA
06/20/2014 - Present
Mutual OF Omaha Investor Services, Inc. (ROANOKE VA)
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Burke is the right advisor for you? Invested Better is here to help.
