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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Burke is an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. John has been in the financial services industry for over 38 years. John's career has been marked by a diverse range of experiences with prominent firms including Merrill Lynch, Prudential Securities, Salomon Smith Barney, Morgan Stanley DW Inc. and Raymond James Financial Services. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 3, 7, 9, 10, 63 and 65 licenses. John is also a licensed Investment Advisor Representative in Florida, New Jersey, Pennsylvania and Texas. In addition to his work with Wealth Enhancement Advisory Services, LLC, John is the owner of the Academy for Professional Education which provides educational seminars in the financial services industry. John is dedicated to helping 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.
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.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
01/05/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
02/23/2023 - 01/03/2024
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NJ
01/03/2023 - 12/31/2023
LPL FINANCIAL LLC (ISELIN NJ)
NJ
10/19/2005 - 12/31/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ISELIN NJ)
NY
02/28/2003 - 10/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/28/1995 - 03/13/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/22/1988 - 03/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/01/1984 - 03/24/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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