Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Burke is a financial advisor with Commonwealth Financial Network. Matthew has been working in the financial industry since 1991. Matthew is licensed in 20 states, including Indiana. He is also a Certified Financial Planner. He is registered with FINRA, and the state of Indiana. Matthew's experience includes working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. His areas of expertise include financial planning, portfolio management, and investment advisory services. Matthew Burke is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/16/2020 - Present
Commonwealth Financial Network (WALTHAM MA)
IN
11/08/2004 - 01/28/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (FISHERS IN)
IN
09/28/1992 - 11/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/28/1992 - 11/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
08/29/1988 - 09/07/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/29/1988 - 09/07/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/29/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Burke is the right advisor for you? Invested Better is here to help.
