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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 Donovan Burke is a financial advisor with Fidelity Personal And Workplace Advisors. John has been in the financial industry since 1998 and is registered in Indiana, Kentucky, Ohio, and Texas. John is also a Certified Financial Planner. John has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John provides financial planning, portfolio management, and selection of other advisors services to his clients.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
02/10/2009 - 08/05/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
02/27/2007 - 02/11/2009
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
TX
10/05/1998 - 06/12/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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