Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Burke is a financial advisor registered with Sage, Rutty & Co., Inc.. James has been in the industry since 1992 and holds a Certified Financial Planner designation. James works with a variety of client types, including individuals, businesses, and charitable organizations. Services offered include financial planning, educational seminars, and portfolio management. James is licensed to practice in 30 states and has experience working at Peregrine Capital Securities, Inc. in Stamford, Connecticut.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NY
06/15/2021 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
CT
07/22/2005 - 12/23/2008
PEREGRINE CAPITAL SECURITIES, INC. (STAMFORD CT)
IA
Issued 10/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/30/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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