Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Burke is a financial advisor with over 10 years of experience in the industry. Michael is registered with Fidelity Personal And Workplace Advisors and has held previous positions with J.P. Morgan Securities LLC and Planmember Securities Corporation. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple licenses and designations. He is registered to provide investment advice in 25 states and is also a registered Investment Advisor in Oregon and Texas. Michael specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/21/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OR
11/15/2013 - 08/21/2014
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
CA
12/21/2012 - 11/04/2013
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BOTH
Issued 05/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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