Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Burke is a registered representative with Private Client Services, LLC in Louisville, KY. John has been in the securities industry since July 16, 1986. John holds the Series 6, Series 7 and Series 63 licenses and the SIE exam. John is also licensed to provide investment advice in Kentucky. Private Client Services, LLC manages assets for high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. John's primary business is providing financial planning, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for 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.
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.
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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2
KY
05/06/2010 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
08/31/2006 - 05/06/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
06/01/2005 - 09/11/2006
AXA ADVISORS, LLC (LOUISVILLE KY)
NY
07/17/1986 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/17/1986 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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