Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Burke is a registered investment advisor with Cherry Creek Family Offices. Kevin has experience in the investment industry since 1990, working at a variety of firms including Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kemper Financial Services, Inc. Kevin is licensed to provide investment advice in Colorado. Kevin currently works with high net worth individuals and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
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2
CO
05/05/2022 - Present
Cherry Creek Family Offices (DENVER CO)
NY
06/04/2007 - 09/18/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/10/1994 - 05/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/30/1993 - 07/09/1994
KEMPER FINANCIAL SERVICES, INC.
IL
04/04/1990 - 02/13/1991
THE CHICAGO CORPORATION (CHICAGO IL)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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