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Kevin Patrick Bourke

Safra Securities LLC

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About Kevin Patrick Bourke

Kevin Bourke is a financial professional with over 13 years of experience in the industry. Kevin has held positions at several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bessemer Investor Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Kevin currently works at Safra Securities LLC, a firm that specializes in providing financial services to high-net-worth individuals and families. Kevin is registered with FINRA and holds Series 7, 31, and 66 licenses. Kevin is also a registered Investment Advisor in several states. Kevin is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Kevin Bourke is currently registered with Safra Securities LLC. Safra Securities LLC, a Limited Liability Company formed in 2009, is registered with the SEC and in 42 states. The firm has been involved in 2 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Bourke’s Registration & Firm History

FL

11/04/2022 - Present

Safra Securities LLC (AVENTURA FL)

FL

03/22/2018 - 09/20/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)

FL

01/01/2012 - 03/14/2018

BESSEMER INVESTOR SERVICES, INC. (PALM BEACH FL)

GA

06/01/2009 - 04/08/2010

MORGAN STANLEY SMITH BARNEY (ATLANTA GA)

GA

02/04/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 02/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin Patrick Bourke. Review regulatory record here.
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