Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Burke is a financial advisor in Boca Raton, FL. Karen Burke is a registered representative of LPL Financial LLC. Karen Burke has been in the financial services industry for 34 years. Karen Burke has experience in various financial services firms including FSC Securities Corporation, Mutual Service Corporation, Lowry Financial Services Corporation, Integrated Resources Equity Corporation, Investcorp, Inc., and Korn, Womack, Stern and Associates, Inc..
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/21/2020 - Present
LPL Financial LLC (BOCA RATON FL)
FL
07/24/1995 - 05/22/2020
FSC SECURITIES CORPORATION (BOCA RATON FL)
MA
03/31/1989 - 07/31/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
09/22/1988 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
01/11/1988 - 09/26/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/12/1987 - 01/26/1988
INVESTACORP, INC.
NA
10/22/1986 - 06/11/1987
KORN, WOMACK, STERN AND ASSOCIATES, INC.
BC
Issued 01/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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