Unclaimed
Kenneth M. Burke is a financial professional with over 10 years of experience in the financial services industry. Kenneth has a strong background in providing financial advice and investment management services to a wide range of clients. He is currently registered with MML Investors Services, LLC in Springfield, MA. Kenneth previously held positions with EDWARD JONES, INFINEX INVESTMENTS, INC., and WELLS FARGO ADVISORS, LLC. Kenneth holds the Series 66, Series 7, and Series 24 licenses. Kenneth specializes in providing financial planning, portfolio management, and asset allocation services.
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 programs
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.
Solicitors fees
1
2
MA
08/17/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MO
01/23/2017 - 05/12/2017
EDWARD JONES (ST. LOUIS MO)
CT
09/30/2014 - 02/17/2015
INFINEX INVESTMENTS, INC. (NORTH WINDHAM CT)
CT
10/08/2012 - 07/11/2014
WELLS FARGO ADVISORS, LLC (GLASTONBURY CT)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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