Unclaimed
Michael Sean Burke is a financial advisor with over 26 years of experience in the industry. Michael currently works at LPL Financial LLC, a firm with over $50 billion in assets under management. Michael's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is also registered as an investment advisor in both Tennessee and Texas. Previous firms Michael has worked for include SunTrust Investment Services, Inc., Fifth Third Securities, Inc., and Synovus Securities, Inc. Michael is a Certified Financial Planner and holds the Series 31, Series 7, and SIE exams. Michael's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension 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.
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.
Consulting and other non-discretionary advisory services
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
TN
06/28/2017 - Present
LPL Financial LLC (HENDERSONVILLE TN)
TN
11/04/2013 - 07/03/2017
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
06/26/2009 - 11/08/2013
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
TN
05/09/2007 - 06/30/2009
SYNOVUS SECURITIES, INC. (NASHVILLE TN)
TN
06/05/2003 - 11/16/2006
SUNTRUST INVESTMENT SERVICES, INC. (BRENTWOOD TN)
NY
06/07/2000 - 05/16/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/01/1996 - 06/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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