Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burke is a financial advisor with over 40 years of experience in the financial services industry. He is currently registered with Bolton Securities Corp. and holds a Series 7, Series 52, Series 63, and Series 65 license. Michael is also a Registered Investment Advisor. Michael has a diverse background in financial services, including experience at Cambridge Investment Research, Inc., Lockwood Financial Services, Inc., and Prudential Securities Incorporated. Michael is committed to providing his clients with personalized financial advice and investment strategies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/15/2006 - Present
Bolton Securities Corp. (HOUSTON TX)
TX
03/31/2005 - 11/21/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOUSTON TX)
PA
10/06/2000 - 04/26/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
05/18/1981 - 10/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1980
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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