Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Burke is a financial advisor at Key Investment Services LLC. Kevin has been in the financial services industry since 2003 and has a wide range of experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Kevin is registered as a Registered Representative in Ohio and also holds Series 4, 7, 24, 52, 53, and 66 licenses. He is a Certified Financial Planner (CFP) and specializes in financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/31/2018 - Present
KEY Investment Services LLC (BROOKLYN OH)
VA
08/04/2016 - 09/19/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
FL
06/20/2013 - 08/16/2016
MORGAN STANLEY (TAMPA FL)
FL
10/02/2012 - 05/30/2013
THE O.N. EQUITY SALES COMPANY (THE VILLAGES FL)
DC
04/14/2005 - 08/28/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
MA
08/11/2004 - 04/04/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
SC
11/19/2003 - 08/02/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DC
04/04/2002 - 11/19/2003
RIGGS SECURITIES INC. (WASHINGTON DC)
GA
07/31/2000 - 04/08/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
04/18/1995 - 01/25/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 08/02/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2018
Series 4 - Registered Options Principal Examination
BC
Issued 03/27/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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