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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Burke is a registered representative and investment advisor representative with Morgan Stanley. Kathy has been in the securities industry for over 40 years, having begun her career in 1981. Kathy is licensed in 26 states and holds several securities licenses, including Series 7, 8, 15, 31, 63, and 65. Kathy's experience and qualifications make her a valuable resource for clients seeking investment advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Tampa FL)
FL
05/16/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
09/23/1987 - 06/05/2008
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
NA
04/08/1986 - 09/08/1987
PAINEWEBBER INCORPORATED
NA
12/13/1982 - 03/26/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/28/1981 - 03/04/1983
DEAN WITTER REYNOLDS INC.
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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