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 financial professional with over 10 years of experience in the industry. John is currently registered with Ameriprise Financial Services, LLC and holds a Series 7, 63 and 66 license. John has previously worked with J.P. Morgan Securities LLC, John Thomas Financial, Great American Advisors, Inc. and Milestone Financial Services, Inc. John specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John is also a Registered Representative with Ameriprise Financial Services, LLC in New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
NY
05/30/2024 - Present
Ameriprise Financial Services, LLC (EAST MEADOW NY)
NY
07/08/2013 - 02/09/2016
J.P. MORGAN SECURITIES LLC (MEDFORD NY)
NY
04/18/2011 - 11/11/2011
JOHN THOMAS FINANCIAL (HAUPPAUGE NY)
OH
06/04/2008 - 07/07/2009
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NY
07/14/2006 - 06/27/2008
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
BOTH
Issued 05/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Burke is the right advisor for you? Invested Better is here to help.
