Unclaimed
John Patrick Burke is an active advisor, registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). John has been in the financial services industry since 1999 and currently works with Principal Securities, Inc.. John has held previous positions at Gенеos Wealth Management, Inc. and Manarin Securities Corporation. John is registered in 16 states and holds the Series 6, 7, 63 and 66 licenses and the SIE exam. John's specialties include financial planning, pension consulting, and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
03/08/2021 - Present
Principal Securities, Inc. (ELKHORN NE)
NE
02/02/2015 - 10/26/2015
GENEOS WEALTH MANAGEMENT, INC. (Omaha NE)
NE
05/27/1999 - 02/24/2015
MANARIN SECURITIES CORPORATION (OMAHA NE)
BOTH
Issued 05/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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