Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burke is a financial advisor with over 40 years of experience in the industry. David is currently registered with Oppenheimer & Co. Inc. in Texas, Montana, and Arizona. Previously, David was registered with CIBC World Markets Corp., Oppenheimer & Co., Inc., Smith Barney, Harris Upham & Co., Incorporated, Bache Halsey Stuart Shields Incorporated, Bache Halsey Stuart Inc., and Bache & Co Incorporated. David holds the Series 7, Series 5, Series 63, and Series 65 licenses. David also holds the SIE license. He provides financial planning, portfolio management, and selection of other advisors for individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/18/2005 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
NY
12/01/1980 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
04/06/1978 - 01/01/1981
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/16/1977 - 04/16/1978
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
11/20/1975 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 11/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/20/1980
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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