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John Joseph Burke

SUN Life Institutional Distributors (u.s.) LLC

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About John Joseph Burke

John Joseph Burke is a financial professional with Sun Life Institutional Distributors (u.s.) LLC. John has a Series 7TO and SIE license. John joined Sun Life Institutional Distributors (u.s.) LLC on July 25, 2024.

Firm Information

John Burke is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Burke’s Registration & Firm History

MA

07/25/2024 - Present

SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 07/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Burke.
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