Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Burk is a financial advisor who has been in the industry since 2007. Matthew is currently registered with J.p. Morgan Securities LLC and has been with the firm since 2019. Matthew previously worked at Securities America, Inc., 1ST GLOBAL CAPITAL CORP., GRAND FINANCIAL, INC., SII INVESTMENTS, INC., FSC SECURITIES CORPORATION, WADDELL & REED, INC., and CHARLES SCHWAB & CO., INC. Matthew is a Certified Financial Planner and holds the Series 7, Series 24, Series 63, and Series 66 licenses. Matthew is registered to provide investment advice in all 50 states and the District of Columbia. Matthew specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
02/06/2024 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
11/14/2018 - 06/21/2019
SECURITIES AMERICA, INC. (DALLAS TX)
TX
10/06/2014 - 10/18/2018
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
06/02/2014 - 07/15/2014
GRAND FINANCIAL, INC. (ADDISON TX)
WV
04/10/2013 - 06/03/2014
SII INVESTMENTS, INC. (MOUNDSVILLE WV)
WV
10/05/2011 - 04/11/2013
FSC SECURITIES CORPORATION (MOUNDSVILLE WV)
CO
04/29/2009 - 09/16/2011
WADDELL & REED, INC. (BOULDER CO)
CO
02/04/2008 - 04/02/2009
1ST GLOBAL CAPITAL CORP. (ARVADA CO)
CO
08/18/2006 - 10/29/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Burk is the right advisor for you? Invested Better is here to help.
