Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Anthony Burke is a financial advisor with over 30 years of experience in the industry. Neil is currently registered as a Registered Representative (RR) and Investment Adviser Representative (IAR) with Loomis, Sayles & Company, LP, where he has been employed since February 1997. Prior to joining Loomis, Sayles, Neil worked at Corelink Financial, Inc. and PaineWebber Incorporated. Neil has a strong track record of success in providing financial advice to a variety of clients, including individuals, families, corporations, and institutions. Neil holds the Series 3, 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Neil is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
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.
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.
Minimum annual fee and/or minimum account size
1
2
MA
09/28/2005 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
MN
05/23/1995 - 02/27/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NJ
06/07/1993 - 05/22/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/17/1992 - 06/10/1993
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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