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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Burke is an investment advisor representative with Wealthspire Advisors. Michael has been in the financial services industry since 1971 and has a Series 65 license. Michael specializes in providing financial planning and investment management services to individuals, corporations, and charitable organizations. Michael is also a director and chairman of Capital Bank in Rockville, MD.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
01/03/2025 - Present
Wealthspire Advisors (Potomac MD)
IA
Issued 03/06/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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