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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John m? Claim Your ProfileJohn m Burke is a financial advisor currently affiliated with Prime Capital Financial. John has been in the industry for over 20 years and has held previous roles at firms including ADP Broker-Dealer, Inc., Woodlands Securities Corporation, 401(k) Investment Services, Inc. and Invesmart Securities, LLC. John has experience providing investment advisory services, financial planning and portfolio management. John is licensed to conduct business in Texas and has a Series 6, Series 7, Series 63 and Series 65 license. John is also a member of CHHSZ Holdings, LLC.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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 calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
01/24/2018 - Present
Prime Capital Financial (OVERLAND PARK KS)
NJ
11/19/2008 - 02/27/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
TX
02/26/2007 - 11/14/2008
WOODLANDS SECURITIES CORPORATION (DALLAS TX)
TX
10/05/2001 - 04/15/2003
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
PA
01/25/2001 - 08/27/2001
INVESMART SECURITIES, LLC (PITTSBURGH PA)
IA
Issued 09/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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