Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Burke has been in the financial industry since 2009. Patrick is currently registered with Wells Fargo Securities, LLC. Patrick has a strong background in the financial industry with experience at several other firms including Morgan Stanley, Royal Alliance Associates, Inc., Smith Barney Inc., Cowen & Co., Stuart, Coleman & Co., Inc., and Whale Securities Co., L.P. Patrick is a Series 24, Series 63, Series 65, Series 7, and SIE licensed advisor.
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.
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.
1
2
NC
11/12/2019 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
CA
12/17/2010 - 08/21/2017
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
AZ
02/22/2001 - 05/25/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/14/1994 - 05/13/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/06/1993 - 04/08/1994
COWEN & CO. (NEW YORK NY)
NY
07/27/1992 - 08/28/1992
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NY
04/30/1992 - 07/10/1992
WHALE SECURITIES CO., L.P. (NEW YORK NY)
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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