Unclaimed
Edward Christopher Burke is a financial advisor with over 30 years of experience in the industry. He currently works as a registered representative for Captrust in Foxborough, MA, and has a strong track record of success in providing investment advice to a variety of clients. He is well-versed in financial planning, portfolio management, and pension consulting. Edward has a proven ability to help clients achieve their financial goals.
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.
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.
1
2
MA
09/19/2022 - Present
Captrust (Foxborough MA)
MA
11/30/2010 - 09/26/2022
LPL FINANCIAL LLC (FOXBORO MA)
MA
01/02/2008 - 11/30/2010
NRP FINANCIAL, INC. (FOXBORO MA)
MA
03/31/2006 - 01/31/2008
CANTELLA & CO., INC. (FOXBORO MA)
SC
02/15/2002 - 04/03/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
12/03/1999 - 08/03/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
05/29/1990 - 12/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1990 - 12/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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